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Cardtapp + Surefire CRM

Add new Cardtapp contacts to Surefire CRM

Tired of the tedious task of manually adding Cardtapp contacts to Surefire CRM? With this integration, every new contact from Cardtapp will be automatically updated in Surefire CRM. Ensure a seamless flow of information and enhance your CRM efficiency, allowing you to focus more on building relationships and less on data entry.

Tired of the tedious task of manually adding Cardtapp contacts to Surefire CRM? With this integration, every new contact from Cardtapp will be automatically updated in Surefire CRM. Ensure a seamless flow of information and enhance your CRM efficiency, allowing you to focus more on building relationships and less on data entry.

  1. When this happens...
    CardtappCardtapp
    Tapper Created

    Triggers when a new Tapper is created.

    TriggerInstant
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Cardtapp triggers, actions, and search

    Tapper Created

    Triggers when a new Tapper is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Phone

    • Tags

    • E-Mail

    • Send Share

    • Note

    • Lead Source

    • Cobranded With

    Action
    Write
  • Surefire CRM triggers, actions, and search

    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write
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About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

Related categories

  • Marketing
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About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

Related categories

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