Phone numbers are $1 per area code additional charges apply. Our CRM API allows developers to integrate the CRM to just about any system or app you use. With the Shape Portal’s personalized landing page and easy-to-use interface, borrowers will have a positive interaction with your company’s brand, from loan application to clear-to-close making your next referral all the more likely. Offer borrowers a simple & secure hub to complete loan applications, upload and sign documents, and more. All of our features are included in one system for an affordable month to month price. Automatically capture leads, send follow ups, and manage client projects within one easy-to-use interface. Task Scheduling, Automation and Activity Logs. Eliminate the need for unnecessary, in-person meetings and reduce costs by eliminating third-party e-signature platforms. Lead & Account Management. Free for your clients and partners. Build mobile-friendly, customizable forms to collect leads and automatically synchronize with your CRM or email marketing manager. At Shape, we have no annual contracts and do not make you pay for the year up front. In the below code snippet we can read account records whose name starts with "M" and show all names in alert. Customized Industry Workflows. Lead Distribution & Configurable Merge Tags, Task Scheduling, Automation & Activity Logs. Allocate the best leads to the appropriate person at the right time. There are two methods to connect your application with Dynamics CRM. Use drip campaigns to stay top-of-mind, keep in touch, and generate more engagement with prospects with text & email messages. Open API Overview: An open API is an Application Programming Interface which is publicly available and it provides a developer with programmatic access to a proprietary software application. Role Based Permissions. Automatically display your up-to-date calendar to borrowers and partners. Nope! We are using the WEB API of Microsoft CRM Dynamics online (v9.0) Everything works fine with 'normal' create en read operations but when we want to use the duplication detection feature, the Microsoft webservice returns with 412. Contact Management. Shape CRM helps you manage your business on one easy to use platform. Unlike other systems, Shape’s CRM allows leads to have multiple owners which means your team gets complete visibility and transparency into all activities for every prospect. In short, the API is a set of programming protocols and tools that specify how your CRM can interact with other software programs. A central repository for your team to quickly request, review, and approve documents from borrowers. Prevent users from accessing your account from anywhere but your white-listed IP addresses. This document describes the Geocoding API web service. We hope that won't be necessary, but you can cancel your subscription whenever you believe that Shape is no longer helping you with your business. Streamline your loan process, create a best-in-class client experience, and close more deals than ever before. The CRM Web API documentation describes all the different ways to use the Web API. You can cancel by contacting us, or in your software settings. For customers who want to expand the capabilities of Freshsales, the company introduced Freshsuccess in September, 2019. Customizations & API. 97% of Americans text daily and text 5x more than they talk on the phone. Second is to create customized Rest API calls. Task Scheduling, Automation & Activity Logs. Synchronize borrower information instantly—and … All of our features are included in one system for an affordable month to month price. This sample is divided into the following principal sections, containing Web API functions and actions operations which are discussed in greater detail in the associated conceptual topics. Shape's cloud-based software offers dozens of tools designed to manage and automate your online marketing and promotions via email and SMS, capture and service leads from online sources, organize sales pipelines, nurture prospects and customers, create and send professional online documents, accept online payments, … You can use either the Web API or Organisation Service to retrieve The metadata and data models in Microsoft Dynamics CRM.Check out the sub articles of that one for specific examples and details. You can think of a user as any person who has access to use Shape software. Kick start your relationships on the right foot with a white-labeled portal that showcases your company’s brand and reinforces the value you provide. Generate daily, weekly, or monthly reports to track form conversion data within Google Analytics. Top level of the Microsoft Dynamics 365 business hierarchy. No doubt, bad CRM data is a real problem for businesses of all sizes. With Shape, you don't need to decide between different product offerings. Webhooks allow you to integrate with millions of third party APIs to send & collect important information in real-time. Instead, it allows you to send information that's coming from your own site and CRM to Facebook directly. Your account executive can arrange an invoice purchase. StrokeThickness: Gets or sets the width of the Shape outline. Facebook Conversions API does not require the use of a pixel. Synchronize important tasks and dates and use reminders to automatically keep loans moving forward on time and on task. Shape’s API lets you seamlessly stack your client portal onto a workflow and CRM you already use. 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