Service Fusion + Surefire Local Platform

Create new Service Fusion customers from new leads in Surefire Local Platform

Activate this workflow whenever a New Lead Received event occurs in Surefire Local Platform, and easily transform them into a customer in Service Fusion right away. With this handy automation at the helm, you can minimize manual data entries and increase your productivity. Experience an enhanced sales process as every new lead swiftly turns into a Service Fusion customer. Your lead management never felt so effortless!

Activate this workflow whenever a New Lead Received event occurs in Surefire Local Platform, and easily transform them into a customer in Service Fusion right away. With this handy automation at the helm, you can minimize manual data entries and increase your productivity. Experience an enhanced sales process as every new lead swiftly turns into a Service Fusion customer. Your lead management never felt so effortless!

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

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Service FusionService Fusion
    Create Customer

    Creates a new Service Fusion customer.

    ActionWrite
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Supported triggers and actions

service-fusion logo
service-fusion logo

About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Related categories

  • eCommerce
surefire-local-platform logo
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