Shape + Zapier Chatbots + Formatter by Zapier
Create records in Shape for new chatbot button clicks in Zapier Chatbots
After someone clicks a button on Zapier Chatbots, you’ll want to hear about it and send them a follow-up email. Whenever you get a new Zapier Chatbot click, this automation will populate the customer information in Shape CRM, send you an alert in Shape CRM that you have a new lead, and trigger Shape Marketing automation to send an email to the customer. You’ll never have to send the same message over and over again.
After someone clicks a button on Zapier Chatbots, you’ll want to hear about it and send them a follow-up email. Whenever you get a new Zapier Chatbot click, this automation will populate the customer information in Shape CRM, send you an alert in Shape CRM that you have a new lead, and trigger Shape Marketing automation to send an email to the customer. You’ll never have to send the same message over and over again.
- When this happens...Chatbot Button Click
Triggers when a chatbot button is clicked.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Record
Create a new record within the CRM
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ChatbotRequired
Try ItTransformRequired
TransformRequired
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
