Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

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.

Hi @Ravi 

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 @Troy Tessalone, Thanks for the reply. I need to trigger the Zapier flow when the new record is added into the Shape CRM. In the reference Link you have shared it requires the trigger point to be a other app.

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!

@Ravi Ruparel 

Check out this help article about sending data FROM Shape CRM: https://setshape.com/support-guides/sending-shape-leads-to-homebot-via-zapier

Terms & Conditions