LeadConnector + Surefire
Add or update LeadConnector contacts whenever new appointments are created in Surefire
Streamline your contact management process with this workflow. When a new appointment is scheduled in Surefire, it instantly updates or adds the contact information in LeadConnector. This process eliminates manual data entries, allowing you to focus more on preparing for your appointments and less on administrative tasks.
Streamline your contact management process with this workflow. When a new appointment is scheduled in Surefire, it instantly updates or adds the contact information in LeadConnector. This process eliminates manual data entries, allowing you to focus more on preparing for your appointments and less on administrative tasks.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
In PipelineRequired
Moved to Stage
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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
