LeadCenter.AI + Shape

Create records in Shape Software for new LeadCenter.AI leads

Make sure you have a record of every new lead in LeadCenter.AI with this template. It will capture every new LeadCenter.AI lead, creating a record in Shape Software.

When this happens...
New Lead
Triggers when a new lead is created in Leadcenter.ai.
TriggerInstant
automatically do this!
Create Record
Create a new record within the CRM
ActionWrite

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Supported triggers and actions

New Lead
Triggers when a new lead is created in Leadcenter.ai.
Trigger
Instant
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New Lead Matching Source
Triggers when a new lead matching selected source is created in Leadcenter.ai.
Trigger
Instant
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Create Lead
Creates a new lead in Leadcenter.ai.
Action
Write
Find Lead
Searches for a lead in Leadcenter.ai.
Action
Search
- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write

- Record IDRequired
Action
Search

New Lead Matching Medium
Triggers when a new lead matching selected medium is created in Leadcenter.ai.
Trigger
Instant
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Updated Lead
Triggers when a lead is updated in Leadcenter.ai.
Trigger
Instant
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Update Lead
Updates an existing lead in Leadcenter.ai.
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
Action
Write
- Record IDRequired
- Status NameRequired
Action
Write

About LeadCenter.AI

AI-Powered Lead Management Software that automates tracking, scoring, and engaging leads to improve conversion of leads to business to grow your revenue.