Surefire + TradePortal
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.
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 Customer
Triggers when a new customer is created.
- automatically do this!Create Customer
Create a new customer without a Deal.
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New Customer
Triggers when a new customer is created.
Try ItNew Post
Triggers when a new post is created.
Try ItFirst NameRequired
Last Name
PostcodeRequired
Email AddressRequired
Mobile PhoneRequired
Customer StatusRequired
Market SourceRequired
Receive Notification
Company IDRequired
Try It
New Appointment
Triggers when a new appointment is created.
Try ItAppointment TypeRequired
Appointment ReferenceRequired
Customer IdRequired
Staff IDRequired
Notes
Start DateRequired
End DateRequired
First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
Home Phone Number
PostcodeRequired
Description
Company IDRequired
Deal Stage IDRequired
Try It