FieldPulse + Surefire Local Platform

FieldPulse + Surefire Local Platform integrations

Create new leads in Surefire Local Platform when new customers are added in FieldPulse

Connect your FieldPulse and Surefire Local Platform seamlessly to enhance your customer management process. With this workflow, each time you gain a new customer in FieldPulse, a corresponding lead is immediately created in Surefire Local Platform. This integration helps keep your customer base and lead generation efforts consistent and up-to-date, saving you valuable time and reducing manual entry.

When this happens...
New CustomerTrigger when a new customer is added.
TriggerInstant
automatically do this!
Create LeadCreates a lead from Zapier
ActionWrite

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More things you can do with FieldPulse and Surefire Local Platform

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

New Customer
Trigger when a new customer is added.
Trigger
Instant
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- Workflow
  Required
- Status
  Required
Trigger
Instant
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Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
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- Customer_id
- File
  Required
- Filename
  Required
Action
Write
- First_name
  Required
- Last_name
- Email
- Phone
- Address
- City
- State
- Zip_code
- Notes
Action
Write

- First_name
  Required
- Last_name
- Email
- Phone
- City
- State
- Zip_code
- Address
- Notes
- Job_notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search

- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search
New Lead Received
Triggers when a new lead is created.
Trigger
Instant
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- Status
  Required
Trigger
Instant
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- Page
Trigger
Instant
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Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
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- Job ID
- File path
  Required
- File name
  Required
Action
Write
- Customer Id
  Required
- Job Title
  Required
- Start time
  Required
- End time
  Required
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First_name
  Required
- Last_name
- Email
- Phone
- Address
- City
- State
- Zip_code
- Notes
Action
Search or write
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
Action
Write

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

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Related categories

CRM (Customer Relationship Management)

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.

HelpHelp

Related categories

Marketing

Related Zap Templates

Create FieldPulse leads when new Surefire Local Platform leads are received

Create new FieldPulse customers from new leads received in Surefire Local Platform