Generic Posting URL Instructions for Shape Software

Posting Records Automatically Into Shape Software

These are instructions for submitting records into Shape Software using the default integration.

Posting URL Format

Shape’s posting URLs have a consistent format. There are two parts of the URL that vary:

https://secure.setshape.com/postlead/{CRM.ID}/{Source.ID}
  • CRM ID — The 4 character flow ID that uniquely identifies your system.

  • Source ID — The 24 character source ID generated by Shape that identifies the source of the lead.

NOTE: The CRM and Source IDs are very important to ensure the lead goes into the correct system and is attributed to the correct source. The sample URL above will not work because it contains placeholders for CRM ID and source ID.

Setting Up Posting URLs via “Marketing Sources

The actual URL must be created in the Shape “Marketing Sources” settings page. Create a new source if one does not exist or edit or open an existing one. A unique posting URL is created for each source within your system.

Create or open up a marketing source via your “ Marketing Sources ” settings page. After opening or creating a new source, scroll down to the bottom of the source page to find the posting URL and field mappings. Please note that this example URL in this screenshot will not work because it contains placeholders for CRM ID and source ID.

Create or open up a marketing source via your “Marketing Sources” settings page. After opening or creating a new source, scroll down to the bottom of the source page to find the posting URL and field mappings. Please note that this example URL in this screenshot will not work because it contains placeholders for CRM ID and source ID.


Request Method

Shape only supports receiving leads using a request because POST is more secure than GET.


Supported Fields

Each system contains a unique set of acceptable fields. View and/or export these fields via the “Marketing Sources” settings page. Although the individual posting URL is unique to each source, the field mappings will be the same for every source.

Create or open up a marketing source via your “ Marketing Sources ” settings page. After opening or creating a new source, scroll down to the bottom of the source page to find the posting URL and field mappings. Please note that each system contains a unique set of acceptable fields depending on your industry and if you have customized fields. Your field mappings may look different than the example screenshot above.

Create or open up a marketing source via your “Marketing Sources” settings page. After opening or creating a new source, scroll down to the bottom of the source page to find the posting URL and field mappings. Please note that each system contains a unique set of acceptable fields depending on your industry and if you have customized fields. Your field mappings may look different than the example screenshot above.


About Data Types

The supported fields table lists each field supported by Shape. Each field has an associated type, which is used to help make sense out of the data you provide. If a field is provided with a value that cannot be interpreted as the expected type, no error will be given. Nevertheless, your leads have the best chance of making it through the system when the data provided in each field is comprehensible to Shape.


Real-Time Feedback

When a lead is submitted, Shape provides real-time feedback in the HTTP response body. This feedback identifies which one of three possible outcomes occurred. The outcome is derived from a series of actions and rule evaluations that take place while the lead is processed through the system.

The possible outcomes are:

  • Success

  • Failure

  • Error

Any failure or error can be reported to support@setshape.com. Please be sure to include the full HTTP request information (POST, URL, and parameters being sent).


Need More Help? Contact us at support@setshape.com