Shape Integration
Overview
Shape's universal platform connects your team, applications, and clients in one centralized hub. Increase your employee productivity to sell more with Shape Software CRM.
Appended Fields
Shape will append the following data to your lead.
| Appended Field | Description |
|---|---|
RecordId | Lead ID generated by Shape |
SystemId | System ID generated by Shape |
Message | Response provided by Shape |
Warnings | Array containing warning messages, such as "Invalid input" or "Missing input" |
Outcome | Integration outcome (success, failure, error or skip) |
Reason | If outcome is error or failure, there is a reason |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
First Name Required fieldShape needs this data to function. | First name |
Last Name Required fieldShape needs this data to function. | Last name |
Email Required fieldShape needs this data to function. | Email address |
Phone 1 | First telephone number |
Phone 2 | Second telephone number |
Phone 3 | Third telephone number |
Reference | External lead identifier |
Source Timestamp | The time the lead was captured by the lead source |
Trustedform Cert Url | The URL pointing to this lead's TrustedForm Certificate |
Address 1 | The first line of the address |
Address 2 | The second line of the address, often used for apartment or box numbers |
City | City |
State | State |
Country | Country |
Zip Code | Postal code |
Company Name | Name of company/employer |
Ip Address | Consumer's IP address |
Referring Url | The URL that referred the consumer to your form |
Campaign Account | Name of account used to track traffic |
Campaign Name | Identifies the campaign. Similar to Google's and Bing's Campaign Name (utm_campaign, bing_campaign) |
Campaign Medium | Identifies the medium such as email or cost-per-click. Similar to Google's and Bing's Campaign Medium (utm_medium, bing_medium) |
Campaign Source | Identifies the search engine, newsletter name, or other referrer. Similar to Google's and Bing's Campaign Source (utm_source, bing_source) |
Campaign Content | Used to differentiate ads or links that point to the same URL often when running an A/B test. Similar to Google's and Bing's Campaign Content (utm_content, bing_content). |
Campaign Id | Used to track specific campaign IDs or codes. |
Campaign Sub Id 1 | Used to track affiliate, region-specific or other campaign-specific IDs or codes. |
Comments | Comments |
Original Source | The original source of a lead. If no source exists, one will be created in the “Marketing Sources” settings page of your Shape account |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Trustedform Domain | The domain displayed to the consumer during the page visit |
| Trustedform User Agent | The consumer's browser user-agent |
| Trustedform Os Full | A human-friendly version of the operating system information parsed from the user-agent |
| Shape Shape Recordtype | Shape's record type ID, defaults to "Lead". |
| Shape Custom | Custom Shape field |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |