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Start with a template that brings AgentLocator and Shape together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate AgentLocator with Shape - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from AgentLocator.
Add your action
An action happens after the trigger—such as "Create Record" in Shape.
You’re connected!
Zapier seamlessly connects AgentLocator and Shape, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - First NameRequired
- Last Name
- EmailRequired
- Phone
- Source
- Lead Type
- Pipeline
- Tags
- Site
- Status
- Timestamp
- Description
ActionWrite- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
- Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - LeadId
- First NameRequired
- Last Name
- EmailRequired
- Phone
- ExternalId
- Description
- Tags
ActionWrite- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
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