I want to trigger the Zapier Flow when the new record is added using the Shape CRM. How can I achieve this?
I want these data to be in the SharePoint.
Best answer
How to trigger Zap when new record added into Shape CRM?
Best answer by Troy Tessalone
Check out this help article about sending data FROM Shape CRM: https://setshape.com/support-guides/sending-shape-leads-to-homebot-via-zapier
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+14- Zapier Orchestrator & Solution Partner
Hi
Shape CRM doesn’t have a publicly listed Zap app integration: https://zapier.com/apps
Check out this Shape help article about a workaround: https://setshape.com/support-guides/zapier-webhook-instructions-for-shape-software
SharePoint doesn’t have a Zap app integration either.
Hi
In my case, The alternate options can be when the new record is added into the Shape CRM, I want to send an email (with the custom body includes the metadata added while adding the new record in the Shape CRM) to the SharePoint O365 user email Id. Can we achieve the same with Shape CRM?
Thanks in advance!
+14- Zapier Orchestrator & Solution Partner
- Answer
Check out this help article about sending data FROM Shape CRM: https://setshape.com/support-guides/sending-shape-leads-to-homebot-via-zapier
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