Service Fusion + Surefire Local Platform
Service Fusion + Surefire Local Platform
Create new Service Fusion customers from new leads in Surefire Local Platform
Activate this workflow whenever a New Lead Received event occurs in Surefire Local Platform, and easily transform them into a customer in Service Fusion right away. With this handy automation at the helm, you can minimize manual data entries and increase your productivity. Experience an enhanced sales process as every new lead swiftly turns into a Service Fusion customer. Your lead management never felt so effortless!
- When this happens...New Lead ReceivedTriggers when a new lead is created.
- automatically do this!Create CustomerCreates a new Service Fusion customer.
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More things you can do with Surefire Local Platform and Service Fusion
Discover other triggers and actions you can use with Surefire Local Platform and Service Fusion
- New Lead Received
Triggers when a new lead is created.
Try ItTriggerInstant - When Job Status Changes To
Try ItTriggerInstant- New Estimate
Triggers when a new Service Fusion estimate is created.
Try ItTriggerPolling - New Job
Triggers when a new Service Fusion job is created.
Try ItTriggerPolling
- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
ActionWrite- New Customer
Triggers when a new Service Fusion customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new Service Fusion invoice is created.
Try ItTriggerPolling - New Tech
Triggers when a new Service Fusion tech is created.
Try ItTriggerPolling