Shape + SharpSpring

Create records in Shape Software from new SharpSpring leads

Make sure you act on every new lead in SharpSpring with this Zapier automation. Now with the help of Zapier, the tedious work is done for you. This integration will add every new lead in SharpSpring to Shape Software as a matching record.

When this happens...
New Lead
When a lead has been created in sharpspring.
TriggerPolling
automatically do this!
Create Record
Create a new record within the CRM
ActionWrite

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Supported triggers and actions

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
Action
Write
- Record IDRequired
- Status NameRequired
Action
Write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write
- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record IDRequired
Action
Search