Introduction
Manually inputting Cardtapp contacts into Shape CRM can be time-consuming. This integration takes the hassle away by automatically adding new Cardtapp contacts directly to Shape CRM. Streamline your workflow, reduce manual data entry errors, and ensure that your CRM is always up-to-date with the latest contacts, giving you more time to engage and nurture your leads.
Use our pre-built template
Integration Overview
Zapier Trigger: When a new Tapper (ie. Lead / Contact) is created in Cardtapp
Zapier Action: Then, creates a new record in Shape CRM
Benefits of this Integration
Utilize the pre-built Zapier template for a hassle-free setup.
Eliminate manual data entry between Cardtapp and Shape CRM.
Never miss out on potential leads.
Speed up your sales cycle by instantly capturing leads.
Advanced Configuration
Step-by-step Guide to Set Up the Integration
Pre-requisites:
Ensure you have active accounts on Cardtapp, Shape CRM, and Zapier.
You should have the required permissions on both platforms to set up integrations.
Log into Zapier:
Navigate to the Zapier homepage.
Sign in using your credentials.
Start Creating a New Zap:
Click on the 'Make a Zap' button on the top right corner.
Set Up the Trigger:
In the 'Choose App & Event' search bar, type and select "Cardtapp".
From the 'Trigger Event' dropdown, choose "Tapper Created".
Click on 'Continue'.
You'll be prompted to sign in to your Cardtapp account if not already connected. Follow the prompts to connect.
Test the trigger to ensure it's working correctly.
Set Up the Action:
In the 'Choose App & Event' section, search and select "Shape CRM".
For the 'Action Event', select "Create Lead".
Click on 'Continue'.
If you haven't connected your Shape CRM account to Zapier, you'll be prompted to do so. Follow the on-screen instructions.
Use the pre-built field mappings from the template to link the Tapper's details in Cardtapp to the corresponding fields in Shape CRM.
Once done, test the action to ensure it creates a lead in Shape CRM successfully.
Activate the Zap:
Once everything looks good and the test is successful, turn on your Zap by toggling the switch at the bottom of the screen.
Your integration is now set up. Every new Tapper in Cardtapp will automatically become a Record in Shape CRM.
Troubleshooting Tips:
Ensure you have the necessary permissions in both Cardtapp and Shape CRM.
Always test your Zap thoroughly after setting it up.
If issues persist, reach out to Zapier's support or refer to their extensive documentation.
We hope this guide helps you seamlessly integrate Cardtapp with Shape CRM. Should you have any questions or face any issues, please don't hesitate to reach out to our support team. Happy integrating!