Scan2Lead + Shape
Create records in Shape Software for new visitors scanned in Scan2Lead
This integration will automatically add every new visitor scanned in Scan2Lead to Shape CRM as a record. Set up this handy Zap and save yourself from scanning new visitors in Scan2Lead to your Shape CRM by hand.
This integration will automatically add every new visitor scanned in Scan2Lead to Shape CRM as a record. Set up this handy Zap and save yourself from scanning new visitors in Scan2Lead to your Shape CRM by hand.
- When this happens...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.
- automatically do this!Create Record
Create a new record within the CRM
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All New and Changed Leads
Retrieves new and changed Leads. Since last call.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
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 ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
