Convertri + Shape
Create records in Shape Software from new Convertri submissions
Make sure you act on every new submission in Convertri with this template. Once the template is active, it will create a record in Shape Software whenever a new form or checkout is submitted in Convertri.
Make sure you act on every new submission in Convertri with this template. Once the template is active, it will create a record in Shape Software whenever a new form or checkout is submitted in Convertri.
- When this happens...New Submission
Triggers when a form or checkout is submitted from anywhere in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
- automatically do this!Create Record
Create a new record within the CRM
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About Convertri
Convertri is a complete sales funnel and website builder, focused on building the fastest pages you’ve ever seen.
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.