Create new leads in Surefire Local Platform from new leads in JobProgress
Streamline your lead management process with this efficient workflow. When a new lead is added in JobProgress, it immediately creates a corresponding lead in the Surefire Local Platform. This real-time process ensures that every new lead from JobProgress is immediately logged into Surefire for easy tracking and management, helping your business stay organized and responsive. Boost your sales efficiency and never miss a lead again with this seamless integration.
Streamline your lead management process with this efficient workflow. When a new lead is added in JobProgress, it immediately creates a corresponding lead in the Surefire Local Platform. This real-time process ensures that every new lead from JobProgress is immediately logged into Surefire for easy tracking and management, helping your business stay organized and responsive. Boost your sales efficiency and never miss a lead again with this seamless integration.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Lead
Creates a lead from Zapier
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
New Lead Received
Triggers when a new lead is created.
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes