Adding Records in Shape Software
How to Manually Add Records in Shape Software
Quickly and easily add records from you list pages. Adding a record from the list page will auto create and save a record in that record type.
Automatically Adding Records
Automatically import records into your system via the “Marketing Sources” settings page. Here, you can set up sources and get the posting instructions to automatically input records into your system. If your source does not support post URL, you can also use Zapier webhooks as a workaround.