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Shape logoShape logo
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Ricochet - Speed to Contact + Shape

Ricochet - Speed to Contact + Shape

Ricochet - Speed to Contact + Shape integrations

Update records in Shape Software for new lead status changes in Ricochet

Make sure you act on every new lead status change in Ricochet with this Zapier automation. It will track when a lead status changes in Ricochet, updating the record in Shape Software.

  1. When this happens...
    Lead Status Changes
    Lead Status Changes
    Lead Status ChangesTriggers when a lead status changes.
    TriggerPolling
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdate record within the CRM
    ActionWrite
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More things you can do with Ricochet - Speed to Contact and Shape

Discover other triggers and actions you can use with Ricochet - Speed to Contact and Shape

  • Ricochet - Speed to Contact triggers, actions, and search
    Lead Status Changes

    Triggers when a lead status changes.

    Trigger
    Polling
    Try It
    • Vendor Name
      Required
    • First Name
    • Last Name
    • Phone Number
    • State
    • Status
    • Company Name
    • Email
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
  • Ricochet - Speed to Contact triggers, actions, and search
    New Lead

    Triggers when a new lead created.

    Trigger
    Polling
    Try It
    • Lead ID
      Required
    • Title
      Required
    • Priority
      Required
    • Appointment Type ID
    • Address
    • Description
    • Remind
      Required
    • Add to Calendar
      Required
    • Invitees
    Action
    Write
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
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About Ricochet - Speed to Contact
Ricochet Dialer & CRM official Zapier integration
HelpHelp
Related categories
Phone & SMS
Sales & CRM
shape logo
shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Create records in Shape Software for new leads in Ricochet

Related Zap Templates

 

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