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involve.me + Surefire CRM

Create new Surefire CRM contacts from newly completed involve.me submissions

Effortlessly keep your CRM up-to-date with new involve.me submissions. This workflow connects involve.me and Surefire CRM, creating a contact in Surefire CRM whenever you receive a completed submission in involve.me. Streamline your lead management process and save time on manual data entry, ensuring valuable leads are captured and nurtured efficiently.

Effortlessly keep your CRM up-to-date with new involve.me submissions. This workflow connects involve.me and Surefire CRM, creating a contact in Surefire CRM whenever you receive a completed submission in involve.me. Streamline your lead management process and save time on manual data entry, ensuring valuable leads are captured and nurtured efficiently.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Surefire CRM triggers, actions, and search

    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write
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About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
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Related categories

  • Forms & Surveys

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surefire logo

About Surefire CRM

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

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