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Connect Buying Buddy and Shape to power AI-driven automation

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Zapier makes it easy to integrate Buying Buddy with Shape - no code necessary. See how you can get setup in minutes.

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Buying Buddy logo
Buying Buddy
Buying Buddy logo
Buying Buddy
1. Choose trigger event
Shape logo
Shape
Shape logo
Shape
2. Choose action
Buying Buddy logo
1. Select the event
Setup
Test
Buying Buddy logo
Buying Buddy
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Buying Buddy.

Add your action

An action happens after the trigger—such as "Create Record" in Shape.

You’re connected!

Zapier seamlessly connects Buying Buddy 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.

  • Buying Buddy triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • Email
    • First Name
    • Last Name
    • Full Name
    • Primary Phone Number
    • Mobile Phone
    • Home Phone
    • Associated Website
    • Company
    • Password
    • Street Address
    • Address Line 2
    • City
    • State
    • Zip Code
    • Agent's Buying Buddy Referral ID
    • Assistant's Buying Buddy Referral ID
    • Loan Officer's Buying Buddy Referral ID
    • Other Role's Buying Buddy Referral ID
    • Round Robin?
    • Sales Step
    • Forecast Close Date
    • Forecast Revenue
    • Forecast Notes
    • Source Page URL
    • Marketing Campaign Reference
    • Inquiry / Task Subject Reference
    • Inquiry / Task Details
    • Inquiry / Task Status
    • Task Due (In Days)
    • Notes
    • Comments
    • Lead Star Rating
    • Category ID
    • HashTags
    • Buyer Status
    • Mortgage Status
    • Agent Agreement
    • Only Process if Existing Lead
    • Send Welcome Email?
    • Send Additional Email ID
    • Attach Campaign to New Lead
    • Attach Drip Campaign to Existing
    • Saved Search
    • Saved Search Frequency
    • Saved Search End Date
    • Duration of Alert
    • Saved Search Criteria
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
    • Record ID
      Required
    • Status Name
      Required
    Action
    Write
    • Existing Lead's Email Address
      Required
    • Agent / User Email Address
      Required
    • Email Subject
      Required
    • Email Body
      Required
    Action
    Write
    • Existing Lead's Email Address
      Required
    • Email Address of the agent adding the note
    • Note Text
      Required
    Action
    Write
    • Record ID
      Required
    • First Name
    • Last Name
    • Phone Number
    • Email Address
    Action
    Write
    • Record ID
      Required
    Action
    Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Buying Buddy and Shape to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Buying Buddy to Shape integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Buying Buddy
Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.
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Related categories
Contact Management
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shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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Related categories
CRM (Customer Relationship Management)
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