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SyndicationPro logoSyndicationPro logo
Shape logoShape logo
SyndicationPro logoSyndicationPro logo

Shape + SyndicationPro

Shape + SyndicationPro

Create records in Shape Software from new or updated SyndicationPro contacts

Make sure you act on every new contact in SyndicationPro with this Zapier automation. Once it's active, whenever a new contact is created or updated in SyndicationPro, a matching Shape Software record will be added.

  1. When this happens...
    Contact Created or Updated
    Contact Created or Updated
    Contact Created or UpdatedTriggers when a new lead signs up or a contact is updated.
    TriggerInstant
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
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More things you can do with SyndicationPro and Shape

Discover other triggers and actions you can use with SyndicationPro and Shape

  • SyndicationPro triggers, actions, and search
    Contact Created or Updated

    Triggers when a new lead signs up or a contact is updated.

    Trigger
    Instant
    Try It
    • Tags
    • Email Address
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
    • First Name
    • Last Name
    • Email
      Required
    • Phone Number
    • Residency
    • Date of Birth
    • Nickname
    • Self Accreditation
    • Verified Account
    • Investment Capacity
    • How did you hear about us
    • Send Invitation Email
      Required
    Action
    Write
    • First Name
    • Last Name
    • Phone Number
    • Email Address
      Required
    • Self Accreditation
    • Verified Account
    Action
    Write
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search
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)
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syndicationpro logo
syndicationpro logo
About SyndicationPro
SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier