Shape + SyndicationPro

Create records in Shape Software from new or updated SyndicationPro contacts

Make sure you act on every new contact in SyndicationPro with this Zapier automation. Once it's active, whenever a new contact is created or updated in SyndicationPro, a matching Shape Software record will be added.

Make sure you act on every new contact in SyndicationPro with this Zapier automation. Once it's active, whenever a new contact is created or updated in SyndicationPro, a matching Shape Software record will be added.

  1. When this happens...
    SyndicationProSyndicationPro
    Contact Created or Updated

    Triggers when a new lead signs up or a contact is updated.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

    • First Name

    • Last Name

    • EmailRequired

    • Phone Number

    • Residency

    • Date of Birth

    • Nickname

    • Self Accreditation

    • Verified Account

    • Investment Capacity

    • How did you hear about us

    • Send Invitation EmailRequired

    Action
    Write
    • First Name

    • Last Name

    • Phone Number

    • Email AddressRequired

    • Self Accreditation

    • Verified Account

    Action
    Write
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
    • Record IDRequired

    Action
    Search
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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syndicationpro logo
syndicationpro logo

About SyndicationPro

SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier