FieldPulse + Surefire Local Platform
Create FieldPulse leads when new Surefire Local Platform leads are received
Effortlessly manage your new leads from Surefire Local Platform by automatically creating them in FieldPulse. This workflow is initiated when a new lead is received in Surefire Local Platform and instantly generates a corresponding lead in FieldPulse. Save time, reduce manual data entry, and streamline your lead management process with this seamless integration.
Effortlessly manage your new leads from Surefire Local Platform by automatically creating them in FieldPulse. This workflow is initiated when a new lead is received in Surefire Local Platform and instantly generates a corresponding lead in FieldPulse. Save time, reduce manual data entry, and streamline your lead management process with this seamless integration.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new lead.
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New Lead Received
Triggers when a new lead is created.
Try ItNew Customer
Trigger when a new customer is added.
Try ItJob Id
FileRequired
FilenameRequired
Customer IdRequired
Job TitleRequired
Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired
Notes
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
Customer Id
FileRequired
FilenameRequired
First NameRequired
Last Name
Email
Phone
Address
City
State
Zip Code
Notes
First NameRequired
Last Name
Email
Phone
City
State
Zip Code
Address
Notes
Job Notes