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.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Record
Create a new record within the CRM
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