Loading

Shape + Trustmary

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.

With this Zapier template running, whenever someone submits a new survey answer in Trustmary, a corresponding Shape Software record will be created automatically.

  1. When this happens...
    TrustmaryTrustmary
    Survey Answer Completed

    Triggers when a new survey answer is completed.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Trustmary triggers, actions, and search

    New Survey Answer

    Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.

    Trigger
    Instant
    Try It
    • Contact EmailRequired

    • Contact Name

    • Contact Phone

    • Company Name

    • Contact Type

    • External Id

    • Process name

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • EmailRequired

    Action
    Write
    • Record IDRequired

    • Status NameRequired

    Action
    Write
  • Trustmary triggers, actions, and search

    Survey Answer Completed

    Triggers when a new survey answer is completed.

    Trigger
    Instant
    Try It
    • Contact EmailRequired

    Action
    Write
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
    • Record IDRequired

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
trustmary logo
trustmary logo

About Trustmary

Trustmary helps you gather social proof and use it on your website to generate more leads. Collect NPS, video and text reviews from your customers. Use the social proof you have gathered in different ways on your website.

Related categories