Scan2Lead + Shape integrations
Create Shape Software records for new visitor scans in Scan2Lead
Whenever a new visitor's badge barcode or business card is scanned in Scan2Lead, a corresponding Shape Software record will be created automatically. Thankfully, this integration eliminates the need for duplicate data entry.
- When this happens...Watch LeadsTriggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Scan2Lead and Shape
Discover other triggers and actions you can use with Scan2Lead and Shape
- All New and Changed Leads
Retrieves new and changed Leads. Since last call.
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
- Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
Try ItTriggerInstant - Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
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