Surefire + TradePortal

Surefire + TradePortal integrations

Create new TradePortal customers from new Surefire customers effortlessly

Streamline your customer management process with this workflow between Surefire and TradePortal. As soon as you welcome a new customer in Surefire, a fresh customer profile is instantly created in TradePortal. This workflow eliminates redundant manual data entry, ensuring seamless and efficient record-keeping across your business systems. Enjoy a more efficient business routine and time-saving process with up-to-date customer information on both platforms.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create CustomerCreate a new customer without a Deal.
ActionWrite

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More things you can do with Surefire and TradePortal

Discover other triggers and actions you can use with Surefire and TradePortal

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Post
Triggers when a new post is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Postcode
  Required
- Email Address
  Required
- Mobile Phone
  Required
- Customer Status
  Required
- Market Source
  Required
- Receive Notification
Action
Write
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It

- Company ID
  Required
- Given Name
  Required
- Address
  Required
- Email
  Required
- Mobile Number
- Landline number
- Description
- Deal Type
- Deal Source
  Required
Action
Write
Send Email
Send an Email.
Action
Write

- Company ID
  Required
- Deal ID
  Required
- Deal Stage ID
- Description
Action
Write

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
- Appointment Type
  Required
- Appointment Reference
  Required
- Customer Id
  Required
- Staff ID
  Required
- Notes
- Start Date
  Required
- End Date
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Home Phone Number
- Postcode
  Required
- Description
Action
Write
- Company ID
  Required
- Deal Stage ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
- Full Name
  Required
- Email Address
- Mobile Number
- Landline Number
- Billing Address
  Required
Action
Write
- Company ID
  Required
- To
  Required
- From
  Required
- Message Content
  Required
Action
Write
- Company ID
  Required
- Find by ID or Search
  Required
Action
Search

About Surefire

Surefire is a CRM tailored for the plumbing and heating industry

HelpHelp

Related categories

CRM (Customer Relationship Management)

About TradePortal

TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.

HelpHelp

Related categories

CRM (Customer Relationship Management)