Popl + Surefire CRM
Create new Surefire CRM contacts from new leads in your team's Popl app
Easily manage your customer relationships with this workflow. When a new lead is captured in the Popl app, a corresponding contact is created in the Surefire CRM. This seamless bridging ensures that you always have your prospective customers' information at your fingertips, optimizing your team's efficiency while strengthening your lead management process.
Easily manage your customer relationships with this workflow. When a new lead is captured in the Popl app, a corresponding contact is created in the Surefire CRM. This seamless bridging ensures that you always have your prospective customers' information at your fingertips, optimizing your team's efficiency while strengthening your lead management process.
- When this happens...New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try It
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItCreate Contact
Creates a new contact or updates an existing contact.
