Greetly + Shape

Create Shape records from new Greetly users

Looking for an easy way to track and follow up with new users created in Greetly? This Zapier automation will add every new user created in Greetly to Shape Software as a new record.

Looking for an easy way to track and follow up with new users created in Greetly? This Zapier automation will add every new user created in Greetly to Shape Software as a new record.

  1. When this happens...
    GreetlyGreetly
    New User

    Triggers when a new user is created.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

    • Date of VisitRequired

    • Start TimeRequired

    • End TimeRequired

    • HostRequired

    • EmailRequired

    • First Name

    • Last Name

    Action
    Write
    • EmailRequired

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • EmailRequired

    Action
    Write
greetly logo
greetly logo

About Greetly

Greetly is a digital receptionist app that greets visitors to your workplace.

Related categories

  • Forms & Surveys

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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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