Shape CRM integrates directly with leadPops to provide lenders with a seamless workflow that helps double your leads while boosting closing rates. With leadPops you can create engaging and high-converting lead forms that will flow prospect information directly into Shape to help you start working deals—and building great client relationships— instantly. Never miss out on another new lead opportunity again!
Integration Capabilities
- Automatically create new leads in Shape from your LeadPops lead funnels
What You’ll Need:
- A LeadPops Account
- A LeadPops Representative or Support Team: support@leadpops.com
- “LeadPops” Marketing Source(s) Created in Shape: https://secure.setshape.com/marketing-sources
Setting Up LeadPops
Because LeadPops has a built in integration, you just need to send the posting URL found or created in the “Marketing Sources” settings page within Shape to LeadPops support or your LeadPops representative.
- Enabling the Portal via “integrations” settings page
To create and find posting URLs, navigate to “Settings” and “Marketing Sources” on the left hand side. If the source is already created, you can copy the post URL in the table. If you need to create a new source, press “Add Source” at the top of the page.
- If creating a new source, only the top 4 fields are required
The “Source” name is the campaign name. The posting URL will appear at the bottom of the page after pressing “Save & Continue.”
- Copy the posting URL and send it to your LeadPops rep or support@leadpops.com
LeadPops quickly connects your leads to Shape Software.