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Assigning Leads via Post URL

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Dani Dunn·Published Jul 2026·2 min read
Assigning Leads via Post URL

Although Shape supports distribution rules as leads enter the system, some companies may want to distribute their leads prior to entering Shape.

Note: Note: To assign leads through post URL, you’ll need to use the user IDs or the user names exactly as they appear in Shape.

Acquiring the Field Mappings for your Departments

Get here by clicking on “Settings” in the gradient navigation bar and navigating to “Sales & Marketing Automation” on the left hand sidebar, or clicking the link below.
Marketing Sources: https://secure.setshape.com/marketing-sources
The field mappings stay consistent from source to source. Scroll to the bottom of the opened source and search for “user” or export the field mappings to provide to your marketing company with instructions on which mappings to use.
For example “John Smith” to “Johnny Smith” but user IDs don’t change. You can get a list of the user IDs from the system admin or if you have access to Shape, you can find them in the Manage Users settings page: https://secure.setshape.com/users

Note: Note: You can assign one user per department. Ex: you can assign one processor, loan officer, and loan partner at once through the posting URL, but cannot assign 2 loan officers.
DD

Dani Dunn

Senior Project Manager, Shape Software

Dani Dunn leads enterprise client management at Shape Software, where her team supports some of the platform's largest customers. She has been with Shape for over a decade, giving her deep hands-on expertise in CRM implementation and workflows.

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