CompanyCam + Surefire Local Platform

CompanyCam + Surefire Local Platform integrations

Create new leads in Surefire Local Platform for new projects in CompanyCam

Initiate a seamless workflow between CompanyCam and Surefire Local Platform through this automation. Whenever a new project is created in CompanyCam, a lead is instantly generated in the Surefire Local Platform. This efficient process saves time and ensures that no potential business opportunity is missed, greatly improving your lead management system.

When this happens...
New ProjectTriggers when you add a new project.
TriggerInstant
automatically do this!
Create LeadCreates a lead from Zapier
ActionWrite

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More things you can do with CompanyCam and Surefire Local Platform

Discover other triggers and actions you can use with CompanyCam and Surefire Local Platform

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- Tags
  Required
Trigger
Instant
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- Labels
  Required
Trigger
Instant
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- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write

- Overwrite Existing Note?
  Required
- Project ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
Action
Write

New Document
Triggers when a document is added to a project.
Trigger
Instant
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New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
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New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search
New Lead Received
Triggers when a new lead is created.
Trigger
Instant
Try It

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

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Related categories

Images & Design

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

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Related categories

Marketing