FieldPulse + Surefire Local Platform

Create new FieldPulse customers from new leads received in Surefire Local Platform

Simplify your lead management process with this efficient workflow. When you receive a new lead in your Surefire Local Platform, this process swiftly creates a new customer in your FieldPulse system. No more wasting time with manual data entry or risking data slip ups - just smooth, seamless automation that keeps your customer base up-to-date and your focus on what really matters - growing your business.

Simplify your lead management process with this efficient workflow. When you receive a new lead in your Surefire Local Platform, this process swiftly creates a new customer in your FieldPulse system. No more wasting time with manual data entry or risking data slip ups - just smooth, seamless automation that keeps your customer base up-to-date and your focus on what really matters - growing your business.

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

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    FieldPulseFieldPulse
    Create Customer

    Trigger when a new customer is added.

    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
    • StatusRequired

    Trigger
    Instant
    Try It
    • Page

    Trigger
    Instant
    Try It
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fieldpulse logo

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

  • CRM (Customer Relationship 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