Scan2Lead + Shape
Create Shape Software records for new visitor scans in Scan2Lead
Whenever a new visitor's badge barcode or business card is scanned in Scan2Lead, a corresponding Shape Software record will be created automatically. Thankfully, this integration eliminates the need for duplicate data entry.
Whenever a new visitor's badge barcode or business card is scanned in Scan2Lead, a corresponding Shape Software record will be created automatically. Thankfully, this integration eliminates the need for duplicate data entry.
- When this happens...Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
- automatically do this!Create Record
Create a new record within the CRM
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All New and Changed Leads
Retrieves new and changed Leads. Since last call.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
Try ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
