Ricochet - Speed to Contact + Shape
Create records in Shape Software for new leads in Ricochet
Make sure you act on every new lead in Ricochet with this Zapier automation. It will capture every new lead in Ricochet, creating a matching record in Shape Software automatically.
Make sure you act on every new lead in Ricochet with this Zapier automation. It will capture every new lead in Ricochet, creating a matching record in Shape Software automatically.
- When this happens...New Lead
Triggers when a new lead created.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
Lead Status Changes
Triggers when a lead status changes.
Try ItVendor NameRequired
First Name
Last Name
Phone Number
State
Status
Company Name
Email
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
New Lead
Triggers when a new lead created.
Try ItLead IDRequired
TitleRequired
PriorityRequired
Appointment Type ID
Address
Description
RemindRequired
Add to CalendarRequired
Invitees
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
