Create records in Shape Software for new CRM ready leads in Sella
When you have a new lead in Sella that is ready for your CRM, you’ll want to stay responsive and send them follow-up texts and/or email messages. This integration will prep that outreach for you, automatically adding every new CRM ready lead in Sella to Shape Software as a record.
When you have a new lead in Sella that is ready for your CRM, you’ll want to stay responsive and send them follow-up texts and/or email messages. This integration will prep that outreach for you, automatically adding every new CRM ready lead in Sella to Shape Software as a record.
- When this happens...New CRM Ready Lead
Triggers when a lead becomes ready to be pushed to CRM
- automatically do this!Create Record
Create a new record within the CRM
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CampaignRequired
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
CampaignRequired
First NameRequired
Last NameRequired
LinkedIn Campaign Name
LinkedIn Campaign ID
LinkedIn Content Title
EmailRequired
Company
Role
Profile Url
Phone
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired