LeadConnector + Surefire CRM
Create new contacts in Surefire CRM when pipeline stages change in LeadConnector
Upgrade your sales process with this seamless workflow. Whenever there's a significant shift in your LeadConnector pipeline stage, it creates a new contact in Surefire CRM promptly. This automation not only saves you time but also ensures that your customer relationship management is consistently updated and managed, letting you focus on nurturing those potential leads.
Upgrade your sales process with this seamless workflow. Whenever there's a significant shift in your LeadConnector pipeline stage, it creates a new contact in Surefire CRM promptly. This automation not only saves you time but also ensures that your customer relationship management is consistently updated and managed, letting you focus on nurturing those potential leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Create Contact
Creates a new contact or updates an existing contact.
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
