LeadConnector + Surefire

LeadConnector + Surefire integrations

Add or update LeadConnector contacts whenever new appointments are created in Surefire

Streamline your contact management process with this workflow. When a new appointment is scheduled in Surefire, it instantly updates or adds the contact information in LeadConnector. This process eliminates manual data entries, allowing you to focus more on preparing for your appointments and less on administrative tasks.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerPolling
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with Surefire and LeadConnector

Discover other triggers and actions you can use with Surefire and LeadConnector

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Post
Triggers when a new post is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Postcode
  Required
- Email Address
  Required
- Mobile Phone
  Required
- Customer Status
  Required
- Market Source
  Required
- Receive Notification
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
- Appointment Type
  Required
- Appointment Reference
  Required
- Customer Id
  Required
- Staff ID
  Required
- Notes
- Start Date
  Required
- End Date
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Home Phone Number
- Postcode
  Required
- Description
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About Surefire

Surefire is a CRM tailored for the plumbing and heating industry

HelpHelp

Related categories

CRM (Customer Relationship Management)