This guide includes instructions for utilizing Zapier Webhooks to post lead data into Shape! Here’s what you will need:
The first step to any Zapier integration is to create a marketing source inside of your Shape CRM! This will give you an endpoint to direct Zapier to.
Navigate to Settings in the top gradient bar and select “Marketing Sources” under “Sales & Marketing Automation”
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 the screenshot below will not work because it contains placeholders for CRM ID and source ID.
Shape’s posting URLs have a consistent format. There are two parts of the URL that vary: https://secure.setshape.com/postlead/CRMID/SOURCEID
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.
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.
Shape only supports receiving leads using a POST request because POST is more secure than GET.
After selecting webhooks, select “POST” as the Action Event.
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.
Use the “+” icon in Zapier to choose the information that you’d like to map. 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.
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.
After successful tests, turn your Zap on when you’re ready!
Any failure or error can be reported to firstname.lastname@example.org. 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.
Any requests that cannot be completed through a direct integration or through Zapier Webhooks, will likely require access to our open API. The authorization key and API docs can be viewed from the Integrations settings page.
There are multiple robust guides on Zapier’s website that go in to detail on utilizing this software to it’s full potential! Please reach out to email@example.com for further questions regarding integrations.
Shape Software has a dedicated support team to answer any questions that you may have on integrating your applications. That being said, we do not build custom API or integrations and there can be costs associated with doing this on your behalf.
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