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.
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.
- When this happens...Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
First Name
Last Name
Phone Number
Email AddressRequired
Self Accreditation
Verified Account
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout SyndicationPro
SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.