Salesforce integration with Shape
How to Add new Salesforce records to Shape
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce records to Shape" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Shape integrations
Shape actions
Nekton can use any feature that is available in Shape API.
Using our advanced AI, you can easily create custom automations for Shape.
Here are some typical actions you can do in your automated workflows.
Create Record
Create a new record within the CRM
Update Status
Update a record's status within the CRM
Update Record
Update record within the CRM
Find Record
Get a record's details from the CRM
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.