LEADCONDUIT INTEGRATION
Shape | Add Lead
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.
SPECIFICATION
Fields & configuration
The exact fields LeadConduit uses, appends, and the configuration options available for this integration.
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) |
GETTING STARTED
Add Shape in three steps
Add the integration
Find Shape in your LeadConduit flow and add it as a step, no IT or code required.
Map your fields
Match your lead data to Shape's fields. Required fields are added to your flow automatically when missing.
Route & go live
Match your lead data to Shape's fields. Required fields are added to your flow automatically when missing.
KEEP EXPLORING
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