Apollo and Shape Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build crm integration workflows between Apollo and Shape applications in 3 simple steps. Pick an action inside Apollo, then subsequent action inside Shape, map fields once and automation will run exactly how you set it in visual builder.

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Learn about Apollo and Shape

Detailed info you need to know about Apollo and Shape integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Apollo

    • CRM
    • 23 searches
    • 32 actions

    Manage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Apollo to Shape

Set up your Apollo and Shape integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Apollo and Shape work in WEXTL?

WEXTL exposes actions and triggers for Apollo and Shape that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Apollo actionsShape actions

Apollo modules

  • Activate Sequence Activates a sequence so it can send.
  • Add Contacts to Sequence Enrolls contacts in a sequence.
  • Add Records to List Adds records to one or more lists.
  • Archive Sequence Archives a sequence.
  • Bulk Create Accounts Creates many accounts in one request.
  • Bulk Create Contacts Creates many contacts in one request.
  • Bulk Create Tasks Creates many tasks in one request.
  • Bulk Update Accounts Updates many accounts in one request.
  • Bulk Update Contacts Updates many contacts in one request.
  • Check Email Send Status Returns the send status of an outreach email.
  • Check Email Stats Returns activity stats for an outreach email.
  • Complete Task Marks a task as completed.
  • Create Account Creates a new account.
  • Create Contact Creates a new contact.
  • Create Deal Creates a new deal.
  • Create Email Draft Creates a draft outreach email.
  • Create List Creates a new list.
  • Create Sequence Creates a new sequence.
  • Create Task Creates a new task.
  • Deactivate Sequence Deactivates a running sequence.
  • Get Account Returns a single account by ID.
  • Get Contact Returns a single contact by ID.
  • Get Contact Sequence Activity Returns sequence activity for a contact.
  • Get Current User Returns the profile for the authenticated user.
  • Get Deal Returns a single deal by ID.
  • Get Email Content Returns the content of an outreach email.
  • Get Task Returns a single task by ID.
  • List Account Stages Retrieves account stages for the workspace.
  • List Contact Stages Retrieves contact stages for the workspace.
  • List Deal Stages Retrieves deal stages for the workspace.
  • List Deals Retrieves deals in the workspace.
  • List Email Accounts Retrieves connected email accounts.
  • List Email Schedules Retrieves email schedules for sequences.
  • List Lists Retrieves lists in the workspace.
  • List Notes Retrieves notes linked to CRM records.
  • List Users Retrieves users in the workspace.
  • Make an API Call Performs an arbitrary authorized API call.
  • Remove Records from List Removes records from one or more lists.
  • Search Accounts Retrieves accounts that match the search filters.
  • Search Contacts Retrieves contacts that match the search filters.
  • Search Outreach Emails Retrieves outreach emails that match the filters.
  • Search Sequences Retrieves sequences that match the search filters.
  • Search Tasks Retrieves tasks that match the search filters.
  • Send Email Now Sends an outreach email immediately.
  • Skip Task Marks a task as skipped.
  • Update Account Updates an existing account.
  • Update Account Owner Updates the owner for multiple accounts.
  • Update Contact Updates an existing contact.
  • Update Contact Owner Updates the owner for multiple contacts.
  • Update Contact Sequence Status Updates enrollment status for contacts in sequences.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Apollo and Shape integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Apollo and Shape.

How do I connect Apollo and Shape?

Connect your Apollo and Shape accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]

What can I automate between Apollo and Shape?

Example: use Apollo's "Activate Sequence" action to perform Shape's "Add Calendar Event" action. Apollo has 55 actions (including Activate Sequence, Add Contacts to Sequence, and Add Records to List); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can I use a Apollo action to perform a Shape action?

Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]

Do I need to write code to integrate Apollo and Shape?

No. Apollo-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Apollo integrate with Shape in real time?

Yes. Trigger-based automations start the moment Apollo (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Apollo + Shape integration?

A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.

Do I need a paid plan to connect Apollo with Shape?

You can build your Apollo + Shape automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]

References

List of sources used to gather information about the Apollo and Shape integration.

  1. Apollo and Shape integration source code, module specs and credentials implementation.
  2. Our Apollo and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Apollo and Shape — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Apollo integration information
  6. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Apollo and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

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