Loading

GoCanvas + Surefire CRM

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.

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.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

    TriggerInstant
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
  • Surefire CRM triggers, actions, and search

    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
gocanvas logo

About GoCanvas

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.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Formitize integrationsFormitize integrations

Formitize

Forms & Surveys
iFormBuilder integrationsiFormBuilder integrations

iFormBuilder

Forms & Surveys
Device Magic integrationsDevice Magic integrations

Device Magic

Forms & Surveys
surefire logo

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier