Interactive Calculator + Surefire CRM
Create contacts in Surefire CRM for new submissions in Interactive Calculator
Make the tedious task of transferring data a thing of the past! With this workflow, whenever there's a new submission in your Interactive Calculator app, it immediately creates a new contact in your Surefire CRM app. Excellent for sales and customer relations teams who want to ensure no potential lead falls through the cracks.
Make the tedious task of transferring data a thing of the past! With this workflow, whenever there's a new submission in your Interactive Calculator app, it immediately creates a new contact in your Surefire CRM app. Excellent for sales and customer relations teams who want to ensure no potential lead falls through the cracks.
- When this happens...New Submission
Triggers when a new submission is made to the calculator.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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