Ricochet - Speed to Contact + Shape
Update records in Shape Software for new lead status changes in Ricochet
Make sure you act on every new lead status change in Ricochet with this Zapier automation. It will track when a lead status changes in Ricochet, updating the record in Shape Software.
Make sure you act on every new lead status change in Ricochet with this Zapier automation. It will track when a lead status changes in Ricochet, updating the record in Shape Software.
- When this happens...Lead Status Changes
Triggers when a lead status changes.
- automatically do this!Update Record
Update record within the CRM
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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
