Create new Surefire CRM contacts from GoCanvas submission entries
Effortlessly manage your new leads with this seamless integration between GoCanvas and Surefire CRM. When a new submission is received in GoCanvas, a contact will be created in Surefire CRM, ensuring that all your vital information is up-to-date and easily accessible. Save time and maintain accurate records for every potential client by eliminating manual data entry with this streamlined solution.
- When this happens...New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create ContactCreates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with GoCanvas and Surefire CRM
Discover other triggers and actions you can use with GoCanvas and Surefire CRM
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Create Contact
Creates a new contact or updates an existing contact.
ActionWrite
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
Related categories
Related categories







