How to connect Daily AI Mortgage + Surefire CRM
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- New ContactTriggers when a new contact is created for some specific user.Trigger
- Create / Update a ContactCreate / Update a ContactAction
- Create / Update TransactionCreate / Update TransactionAction
- Create ContactCreates a new contact or updates an existing contact.Action
- Step 1: Authenticate Daily AI Mortgage and Surefire CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.