🔗 Shape Integrations: Connecting with Your Favorite Tools 🔗 – Shape Software

Overview

Shape offers seamless integrations with third-party tools to help streamline workflows, automate data transfers, and enhance business efficiency. Whether you need to sync your CRM with Encompass, automate processes using Zapier, or connect with other platforms, Shape makes integrations simple. This guide will walk you through the available integrations, setup processes, and best practices.

🔌 Key Integrations Available in Shape

Shape integrates with multiple platforms to extend its capabilities:

✅ Zapier – Automate workflows by connecting Shape to thousands of apps without coding.
✅ Encompass – Sync loan data for mortgage professionals.
✅ Google Suite (Gmail, Calendar, Drive) – Manage emails, meetings, and files within Shape.
✅ Microsoft Outlook & Office 365 – Sync emails, calendars, and contacts.
✅ Phone & SMS Providers – Integrate with Twilio and other VoIP services for seamless communication.
✅ Marketing Platforms – Connect with tools like Facebook Ads, Google Ads, and Mailchimp for targeted campaigns.
✅ POS & Lead Management Tools – Sync Shape with lead capture systems and Point of Sale (POS) solutions.

🔄 Setting Up an Integration in Shape

Follow these steps to connect an integration:

1️⃣ Navigate to the Integrations Section

Log in to Shape and go to Settings > Integrations.
Browse the available integration options.

2️⃣ Choose & Authenticate the Integration

Click on the integration you want to set up (e.g., Zapier, Encompass).
Follow the on-screen authentication steps to connect the external service.

3️⃣ Configure Data Sync Settings

Define which data should sync between Shape and the connected platform.
Set up triggers (e.g., when a new lead is created in Shape, push it to Zapier).

4️⃣ Test & Enable the Integration

Run a test to ensure data is syncing properly.
Once verified, activate the integration for continuous use.

📌 Pro Tip: Always check for API limitations or rate limits to avoid sync issues.

⚙️ Zapier Integration: Automating Workflows

Zapier is one of the most powerful Shape integrations, allowing you to:

✅ Automatically create leads in Shape from web forms (e.g., Gravity Forms, Typeform).
✅ Trigger email sequences when a lead reaches a specific pipeline stage.
✅ Sync Shape data with Google Sheets or other reporting tools.
✅ Automate follow-ups based on customer interactions.

🔗 Steps to Integrate with Zapier:

Go to Zapier and create an account if you don’t have one.
Search for "Shape Software" in Zapier’s app directory.
Select a trigger (e.g., "New Lead Created in Shape").
Choose an action (e.g., "Add Row to Google Sheets" or "Send Slack Notification").
Test the automation and activate the Zap.

📌 Best Practice: Use Zapier to eliminate repetitive tasks and improve response times.

🏡 Encompass Integration: Syncing Mortgage Data

For mortgage professionals, Shape’s Encompass integration allows:

✅ Automatic syncing of borrower data between Shape and Encompass.
✅ Real-time updates on loan applications and status changes.
✅ Secure data transfer to comply with industry regulations.

📌 Setup Notes:

Contact your Shape administrator to enable Encompass API access.
Ensure proper field mapping to avoid data discrepancies.
Use predefined workflows to automate borrower updates.

📊 Best Practices for Integrating with Shape

✅ Test Before Going Live – Always run test cases to verify data flows correctly.
✅ Limit API Calls – Some integrations have API rate limits, so configure sync frequency accordingly.
✅ Use Automation Wisely – Automate only necessary tasks to avoid unnecessary complexity.
✅ Regularly Monitor Integrations – Check sync logs for errors or failures.
✅ Keep Credentials Secure – Ensure authentication keys and tokens are stored securely.

🚀 Next Steps

Now that you've learned how to integrate Shape with third-party tools, consider setting up Lead Distribution Rules to automate lead assignments and further optimize your workflow.