Posts in Integrations
Campus Cloud + Shape Integration for Shape Software Education CRM

With the Campus Cloud–Shape bi-directional integration, education reps who are using Shape to automate their admissions processes and to manage their lead & student database, can seamlessly create new records in Campus Cloud directly from within Shape, maintaining all important student information and correspondence in a single location.

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Lending Tree + Shape Software Mortgage Integration

With the Lending Tree–Shape integration, mortgage users who are using Shape to automate their processes and to manage their lead & customer database, can seamlessly get Lending Tree leads directly into Shape. Once you have communicated your desire to send leads to Shape and received confirmation and information from Lending Tree, here’s how to connect Lending Tree in Shape.

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Floify + Shape Software Integration FAQ

With the Floify–Shape integration, create new leads from Floify with a corresponding Floify loan flow, synchronize uploaded documentation from Floify into a linked Shape contact record, view all communication with a contact from both Floify and Shape in Shape's contact log, and trigger Shape notifications when a milestone is checked-off within a Floify loan flow. Have questions? Read up on some of the frequently asked questions.

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Calyx Point (Point Central) + Shape Software Integration

With the Calyx Point (Point Central)–Shape bi-directional integration, loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can seamlessly create new loans in Point Central directly from within Shape, maintaining all important borrower information and correspondence in a single location.

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Mailchimp + Shape Software API Integration

With the Mailchimp–Shape integration, Shape users can seamlessly add to Mailchimp audiences directly within Shape. This integration means that all important record contact information now can be added to Mailchimp Audiences at the right moment via automated drip campaign steps, manually one-by-one, or in a bulk action and you can reach more with beautifully-designed Mailchimp newsletters and templates.

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Using Floify in Shape Software

With the Floify–Shape integration, loan originators using Floify to automate their mortgage processes in combination with Shape to manage their lead & customer database can now seamlessly access Floify’s secure document management system directly within Shape. This integration means that all important borrower documentation and correspondence now lives in a single location.

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Floify + Shape Software API Integration

With the Floify–Shape integration, loan originators using Floify to automate their mortgage processes in combination with Shape to manage their lead & customer database can now seamlessly access Floify’s secure document management system directly within Shape. This integration means that all important borrower documentation and correspondence now lives in a single location.

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QuickBooks Online + Shape Software API Integration

With the Quickbooks Online–Shape integration, systems using Quickbooks for estimating, invoicing, and recording payments in combination with Shape to manage their lead & customer database can now seamlessly access Quickbook’s secure payment management system directly within Shape. This integration means that important payment functions and history now lives in a single location.

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