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Shape + Solo

Create records in Shape Software from new Solo customers

When a new customer is created in Solo, you’ll want to hear about it or send them a follow-up text/email. Make sure you act on every new customer with this Zapier automation. This integration will add every new customer created in Solo to Shape Software as a record, saving you time for more important work.

When a new customer is created in Solo, you’ll want to hear about it or send them a follow-up text/email. Make sure you act on every new customer with this Zapier automation. This integration will add every new customer created in Solo to Shape Software as a record, saving you time for more important work.

  1. When this happens...
    SoloSolo
    Customer Created

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
    • Company Id

    Trigger
    Instant
    Try It
shape logo
shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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solo logo
solo logo

About Solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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