Showcase IDX + Sure Send
Showcase IDX + Sure Send
Create persons in Sure Send from new leads in Showcase IDX
Streamline your customer management strategy with this workflow. When a new lead emerges in your Showcase IDX system, a new person is created promptly in your Sure Send. No need to manually transfer information between platforms, letting you save time and ensure accurate details in your follow-ups. Enhance efficiency and stay on top of every prospect with this sophisticated automation.
- When this happens...New LeadTriggers when a lead registers their account.
- automatically do this!Create PersonCreates a person in the system.
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More things you can do with Showcase IDX and Sure Send
Discover other triggers and actions you can use with Showcase IDX and Sure Send
- New Lead
Triggers when a lead registers their account.
Try ItTriggerInstant - New Appointment
Triggers when a new appointment is created in the system.
Try ItTriggerInstant - New Company
Triggers when a new company is created in the system.
Try ItTriggerInstant - New Lead Assigned
Triggers when a lead is assigned to you in the system.
Try ItTriggerInstant
- New Message
Triggers when a message is sent by a lead.
Try ItTriggerInstant - New Call
Triggers when a new call is logged in the system.
Try ItTriggerInstant - New Email
Triggers when a new email is received or sent in the system.
Try ItTriggerInstant - New Note
Triggers when a new note is created in the system.
Try ItTriggerInstant
