Marketo + Surefire CRM

Marketo + Surefire CRM integrations

Create Surefire CRM contacts from new Marketo leads

Effortlessly keep your contact database up-to-date with this Marketo and Surefire CRM integration. When new leads are generated in Marketo, this workflow will automatically create a contact in Surefire CRM, allowing you to seamlessly track and manage potential clients. Save time and resources by streamlining your lead management process with this easy-to-use automation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact or updates an existing contact.
ActionWrite

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More things you can do with Marketo and Surefire CRM

Discover other triggers and actions you can use with Marketo and Surefire CRM

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
Create Contact
Creates a new contact or updates an existing contact.
Action
Write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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Marketing Automation

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About Surefire CRM

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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