monday.com + Surefire Local Platform

Create items in monday.com from new leads received in Surefire Local Platform

Effortlessly manage leads from your Surefire Local Platform by creating an item in monday.com. With this automation, every time you receive a new lead in the Surefire Local Platform, an item is added to your monday.com board. Keep your team on track and streamline lead nurturing by maintaining an organized list of potential clients.

Effortlessly manage leads from your Surefire Local Platform by creating an item in monday.com. With this automation, every time you receive a new lead in the Surefire Local Platform, an item is added to your monday.com board. Keep your team on track and streamline lead nurturing by maintaining an organized list of potential clients.

  1. When this happens...
    Surefire Local PlatformSurefire Local Platform
    New Lead Received

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • Client

    • First Name

    • Last Name

    • Email

    • Phone

    • Address

    • Address2

    • Address3

    • City

    • State

    • Country

    • Zip

    • Notes

    Action
    Write
    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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surefire-local-platform logo

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

Related categories

  • Marketing