Zapier Webhook Instructions for Shape Software

Using Zapier Webhooks in Shape

These are instructions for submitting records into Shape Software using Zapier Webhooks.


Setting Up Posting URLs via “Marketing Sources

Create your marketing sources via the Shape “Marketing Sources” settings page in your system. 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.

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

https://secure.setshape.com/postlead/
  • 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.

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.


Setting Up A Zap in Zapier

Set up the trigger step of your choosing. In this example, we will be using Facebook Ads as the trigger. Next, select “Webhooks by Zapier” to enter new records into Shape.

After setting up the first Trigger of the Zap, then select “Webhooks by Zapier” to post into Shape.

After setting up the first Trigger of the Zap, then select “Webhooks by Zapier” to post into Shape.


Choose Action Event

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

After selecting webhooks, select “POST” as the Action Event.

After selecting webhooks, select “POST” as the Action Event.


Enter the Posting URL

Copy & Paste in the Posting URL from the desired “Marketing Source” from opening/editing Shape’s

Copy and paste your posting URL from your marketing source from your Shape “Marketing Sources” settings page.

Copy and paste your posting URL from your marketing source from your Shape “Marketing Sources” settings page.

Start mapping the data. Use the “+” icon in Zapier to choose the information that you’d like to map. Please note that this example URL in this screenshot will not work because it contains placeholders for CRM ID and source ID.

Start mapping the data. Use the “+” icon in Zapier to choose the information that you’d like to map. Please note that this example URL in this screenshot will not work because it contains placeholders for CRM ID and source ID.

The “Data” field should be Shape’s Field Name from the “Marketing Sources” settings page. Make sure that you copy-paste in the field name exactly as it appears in Shape. Please note your field mappings may look different than the example screenshot above.

The “Data” field should be Shape’s Field Name from the “Marketing Sources” settings page. Make sure that you copy-paste in the field name exactly as it appears in Shape. Please note your field mappings may look different than the example screenshot above.

For reference, the “Field Name” column are the field mappings for the “Data” in Zapier. 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. Please note your field mappings may look different than the example screenshot above.

For reference, the “Field Name” column are the field mappings for the “Data” in Zapier. 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. Please note your field mappings may look different than the example screenshot above.

Continue to add all of the data points you wish to map into Shape from your Zapier Trigger.

Continue to add all of the data points you wish to map into Shape from your Zapier Trigger.

After mapping, you can skip these fields, there is no need to make any alterations to these fields in Zapier.

After mapping, you can skip these fields, there is no need to make any alterations to these fields in Zapier.

Press “Continue” when finished.

Press “Continue” when finished.

Next, review the data you’re trying to map and test! 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. 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). Please note your field mappings and posting URL may look different than the example screenshot above.

Next, review the data you’re trying to map and test! 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. 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). Please note your field mappings and posting URL may look different than the example screenshot above.

Your test records from Zapier will show up in the record type that you have defined in the “Marketing Sources” settings page.

Your test records from Zapier will show up in the record type that you have defined in the “Marketing Sources” settings page.

After successful tests, turn your Zap on when you’re ready!

After successful tests, turn your Zap on when you’re ready!


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