Connect phonedo and shape to Build Intelligent Automations

Choose a Trigger

phonedo

When this happens...

Choose an Action

shape

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between phonedo and shape?

To start, connect both your phonedo and shape accounts to viaSocket. Once connected, you can set up a workflow where an event in phonedo triggers actions in shape (or vice versa).

Can we customize how data from phonedo is recorded in shape?

Absolutely. You can customize how phonedo data is recorded in shape. This includes choosing which data fields go into which fields of shape, setting up custom formats, and filtering out unwanted information.

How often does the data sync between phonedo and shape?

The data sync between phonedo and shape typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from phonedo to shape?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between phonedo and shape?

Yes, you can set conditional logic to control the flow of data between phonedo and shape. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

phonedo

About phonedo

Integrate your Phone.do call center with other platforms, automatically send call summaries. Improve customer service and sales performance.

Learn More
shape

About shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

Learn More