Verse + Surefire CRM
Create new Surefire CRM contacts from Verse leads
Effortlessly manage your leads and improve your sales process with this seamless workflow that connects Verse and Surefire CRM. When a new lead is created in Verse, this automation instantly creates a contact in Surefire CRM. Save time and reduce errors, while having all your essential sales information easily accessible in one place.
Effortlessly manage your leads and improve your sales process with this seamless workflow that connects Verse and Surefire CRM. When a new lead is created in Verse, this automation instantly creates a contact in Surefire CRM. Save time and reduce errors, while having all your essential sales information easily accessible in one place.
- When this happens...New Lead Created
Trigger when a lead has been created.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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- 14 day trial for premium features & apps
New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try ItEnd Conversation (Qualify)
End conversation and qualify a lead.
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
New Lead Created
Trigger when a lead has been created.
Try ItNew Unqualified Lead
Trigger when a lead has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Lead Type
Street Address
City
State
Postal Code
Additional Notes
Lead Source
External Lead Id
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Lead Converted
Lead Conversion Amount
First Name
Last Name
Email
Street Address
City
State
Postal Code
External Lead Id
Lead Type
Additional Notes
Lead Source
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
