📧 Connecting Your Phone, Email & Apps 📧 – Shape Software

🚀 Overview

Integrating your email, phone system, and CRM with Shape is essential for streamlining communication, tracking interactions, and maximizing efficiency. This guide walks you through the integration process and best practices to ensure a smooth setup.

📩 Connecting Your Email to Shape

Shape supports Gmail, Outlook, and other IMAP email providers for seamless email tracking and communication.

🔧 Steps to Connect Your Email

1️⃣ Navigate to Settings > Integrations > Email.
2️⃣ Select your email provider (Gmail, Outlook, or IMAP).
3️⃣ Log in and authorize Shape to sync emails.
4️⃣ Adjust settings to enable auto-logging of emails to contacts.

✅ Benefits of Email Integration

✔️ Automatically sync sent & received emails to the corresponding contact.
✔️ Use email templates and track open rates.
✔️ Set up automated follow-ups for unread messages.

📞 Connecting Your Phone System to Shape

Shape supports VoIP and direct dial systems, allowing for call tracking and automation.

🔧 Steps to Connect Your Phone

1️⃣ Go to Settings > Phone & SMS.
2️⃣ Choose your provider or configure Shape's built-in dialer.
3️⃣ Assign phone numbers to users.
4️⃣ Enable call recording, voicemail drops, and call logging.

✅ Benefits of Phone Integration

✔️ Click-to-call directly from the CRM.
✔️ Automatically log calls to contacts & deals.
✔️ Use AI-powered voicemail drops for efficiency.

🔗 Integrating Your CRM & Other Apps

Shape offers native integrations with tools like:
🔹 Encompass (for mortgage workflows)
🔹 Zapier (to connect 5,000+ apps)
🔹 Calendly (for appointment scheduling)

🔧 Steps to Connect CRM & Other Tools

1️⃣ Navigate to Settings > Integrations.
2️⃣ Select the desired third-party app.
3️⃣ Follow on-screen instructions for authentication.
4️⃣ Customize data sync settings for real-time updates.

✅ Benefits of CRM & App Integrations

✔️ Ensure seamless data flow between systems.
✔️ Automate lead assignment & follow-ups.
✔️ Enhance reporting and analytics with real-time updates.

🎯 Summary

By integrating email, phone, and CRM with Shape, your team gains a 360-degree view of customer interactions, improves efficiency, and enhances communication.