TrainingCoursesIntegrations and API Tools
Course 11 · Admin & setup

Integrations and API Tools

Connect Shape with your other systems and pass data through API or webhooks.

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Lesson 1 of 3Exporting Data in Shape
Course outline

3 lessons, in order

  1. 01Exporting Data in ShapeLearn how exporting data in Shape lets you download records from list views and reports with role-based permissions and CSV exports.
  2. 02Outbound Webhooks in ShapeLearn how outbound webhooks in Shape send data to external systems using triggers, drip campaigns, and bulk actions for seamless integration.
  3. 03OpenAPI and Integrations in ShapeLearn how Shape’s OpenAPI, webhooks, HTTP posts, and Zapier integrations automate data flow and connect your CRM to external systems.
Up next · Course 01Getting StartedYour first steps in Shape. Set up your profile, find your way around your data, and handle notes, calls, and activity history with confidence.
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