Popl + Shape

Create records in Shape for new leads from your individual Popl account

When you establish a new lead through the Popl app, this workflow instantly creates a record in Shape. This smooth process not only decreases manual data entry but also ensures all your vital information is documented precisely. Stay organized and up to speed with your leads by making use of this simple automation.

When you establish a new lead through the Popl app, this workflow instantly creates a record in Shape. This smooth process not only decreases manual data entry but also ensures all your vital information is documented precisely. Stay organized and up to speed with your leads by making use of this simple automation.

  1. When this happens...
    PoplPopl
    New Lead

    Triggers when you collect a new lead via Popl

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

    • Lead TypeRequired

    Trigger
    Instant
    Try It
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
    • Record IDRequired

    Action
    Search
popl logo
popl logo

About Popl

Popl is a digital business card platform that allows you to share contact info and capture leads.
Learn more

Related categories

  • Contact Management
shape logo
shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

Related categories

  • CRM (Customer Relationship Management)

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