Create leads in Surefire Local Platform from new customers in QuickBooks Online
Enhance your customer management process with this convenient automation. When a new customer is added in QuickBooks Online, a lead will be instantly created in the Surefire Local Platform. This workflow saves time on manual data entry, ensuring seamless transfer of customer details for effective lead management.
Enhance your customer management process with this convenient automation. When a new customer is added in QuickBooks Online, a lead will be instantly created in the Surefire Local Platform. This workflow saves time on manual data entry, ensuring seamless transfer of customer details for effective lead management.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Create Lead
Creates a lead from Zapier
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