Shape + Trustmary integrations
Create Shape Software records for newly completed survey answers in Trustmary
With this Zapier template running, whenever someone submits a new survey answer in Trustmary, a corresponding Shape Software record will be created automatically.
- When this happens...Survey Answer CompletedTriggers when a new survey answer is completed.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Trustmary and Shape
Discover other triggers and actions you can use with Trustmary and Shape
- New Survey Answer
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Try ItTriggerInstant - Contact EmailRequired
- Contact Name
- Contact Phone
- Company Name
- Contact Type
- External Id
- Process name
ActionWrite- Contact EmailRequired
- Segment
ActionWrite- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite
- Survey Answer Completed
Triggers when a new survey answer is completed.
Try ItTriggerInstant - Contact EmailRequired
ActionWrite- Contact EmailRequired
ActionWrite- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite
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