LeadConnector + Surefire Local Platform
Manage new leads in Surefire Local Platform by updating contacts in LeadConnector
Effortlessly manage your leads with this smart workflow between Surefire Local Platform and LeadConnector. When a new lead is received in the Surefire Local Platform, their contact information will be instantly added or updated in the LeadConnector app. This seamless integration keeps your contact database up-to-date, allowing you to focus on nurturing and converting more leads.
Effortlessly manage your leads with this smart workflow between Surefire Local Platform and LeadConnector. When a new lead is received in the Surefire Local Platform, their contact information will be instantly added or updated in the LeadConnector app. This seamless integration keeps your contact database up-to-date, allowing you to focus on nurturing and converting more leads.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Lead Received
Triggers when a new lead is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
