Service Fusion + Surefire Local Platform
Service Fusion + Surefire Local Platform
Generate leads in Surefire Local Platform for every new customer in Service Fusion
Easily streamline your lead generation process with this Service Fusion to Surefire Local Platform workflow. When a new customer joins via Service Fusion, a lead is promptly created in the Surefire Local Platform. This automation ensures quick response times and seamless integration into your sales funnel. Benefit from enhanced efficiency and increased opportunities to grow your customer base.
- When this happens...New CustomerTriggers when a new Service Fusion customer is created.
- automatically do this!Create LeadCreates a lead from Zapier
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Service Fusion and Surefire Local Platform
Discover other triggers and actions you can use with Service Fusion and Surefire Local Platform
- 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 - TypeRequired
- Start DateRequired
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
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 - Customer NameRequired
- Account Number
- Private Notes
- Public Notes
- Payment Terms
- Discount
- Discount Type
- Credit Rating
- Labor Charge Type
- Labor Charge Default Rate
- Qbo Sync Token
- Qbo Currency
- Last Serviced Date
- Is Bill For Drive Time
- Is Vip
- Is Taxable
- Parent Customer
- Referral Source
- Agent
- Assigned Contract
- Payment Type
- Tax Item Name
- Industry
- Prefix
- First Name
- Last Name
- Suffix
- Type
- Job Title
- Department
- Dob
- Anniversary
- Is Primary
- Email
- Email Class
- Email Types Accepted
- Phone
- Phone Type
- Phone Extension
- Street 1
- Street 2
- City
- State Prov
- Postal Code
- Country
- Nickname
- Gate Instructions
- Latitude
- Longitude
- Location Type
- Is Primary
- Is Gated
- Is Bill To
- Customer Contact
- Custom Fields
ActionWrite
