Interact + Surefire CRM
Create Surefire CRM contacts from new Interact leads
Easily streamline your lead management process by connecting Interact and Surefire CRM. With this automation, every time there's a new lead in Interact, a contact will be created in Surefire CRM, keeping your customer data organized and up-to-date. Stay focused on nurturing your leads while this workflow takes care of the tedious data entry tasks for you.
Easily streamline your lead management process by connecting Interact and Surefire CRM. With this automation, every time there's a new lead in Interact, a contact will be created in Surefire CRM, keeping your customer data organized and up-to-date. Stay focused on nurturing your leads while this workflow takes care of the tedious data entry tasks for you.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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Create Contact
Creates a new contact or updates an existing contact.
