Buying Buddy + Shape
Add Shape Software records for new Buying Buddy leads
Make sure you have a record of every new Buying Buddy lead with this Zapier template. It will capture every new lead in Buying Buddy, creating a matching record in Shape Software automatically.
Make sure you have a record of every new Buying Buddy lead with this Zapier template. It will capture every new lead in Buying Buddy, creating a matching record in Shape Software automatically.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record
Create a new record within the CRM
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New Lead
Triggers when a new lead is created.
Try ItEmail
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
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
Existing Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Existing Lead's Email AddressRequired
Email Address of the agent adding the note
Note TextRequired
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
