Surefire CRM + Tally
Add new Tally submissions to Surefire CRM as contacts
Effortlessly manage your leads with this convenient workflow, designed to streamline your Tally submissions and Surefire CRM contact creations. Every time you receive a new submission in Tally, a contact will be added to your Surefire CRM, ensuring that vital client information is always within reach. Save time and maintain accurate records by automating this essential business process today.
Effortlessly manage your leads with this convenient workflow, designed to streamline your Tally submissions and Surefire CRM contact creations. Every time you receive a new submission in Tally, a contact will be added to your Surefire CRM, ensuring that vital client information is always within reach. Save time and maintain accurate records by automating this essential business process today.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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Create Contact
Creates a new contact or updates an existing contact.
