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Surefire Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

Put Surefire to work with AI and enterprise-grade automation

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Start free with email
Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Microsoft Teams with SurefireIntegrate Microsoft Teams with Surefire
Microsoft Teams
Microsoft, Team Chat
Integrate Microsoft Outlook with SurefireIntegrate Microsoft Outlook with Surefire
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft Excel with SurefireIntegrate Microsoft Excel with Surefire
Microsoft Excel
Microsoft, Spreadsheets
Integrate Surefire CRM with SurefireIntegrate Surefire CRM with Surefire
Surefire CRM
CRM (Customer Relationship Management)
Integrate Mailchimp with SurefireIntegrate Mailchimp with Surefire
Mailchimp
Marketing Automation
Integrate Calendly with SurefireIntegrate Calendly with Surefire
Calendly
Scheduling & Booking
Integrate Unbounce with SurefireIntegrate Unbounce with Surefire
Unbounce
Forms & Surveys
Integrate AgencyBloc with SurefireIntegrate AgencyBloc with Surefire
AgencyBloc
Sales & CRM
Integrate TradePortal with SurefireIntegrate TradePortal with Surefire
TradePortal
CRM (Customer Relationship Management)
Integrate Microsoft Teams with SurefireIntegrate Microsoft Teams with Surefire
Microsoft Teams
Microsoft, Team Chat
Integrate Microsoft Outlook with SurefireIntegrate Microsoft Outlook with Surefire
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft Excel with SurefireIntegrate Microsoft Excel with Surefire
Microsoft Excel
Microsoft, Spreadsheets
Integrate Surefire CRM with SurefireIntegrate Surefire CRM with Surefire
Surefire CRM
CRM (Customer Relationship Management)
Integrate Mailchimp with SurefireIntegrate Mailchimp with Surefire
Mailchimp
Marketing Automation
Integrate Calendly with SurefireIntegrate Calendly with Surefire
Calendly
Scheduling & Booking
Integrate Microsoft Teams with SurefireIntegrate Microsoft Teams with Surefire
Microsoft Teams
Microsoft, Team Chat
Integrate Microsoft Outlook with SurefireIntegrate Microsoft Outlook with Surefire
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft Excel with SurefireIntegrate Microsoft Excel with Surefire
Microsoft Excel
Microsoft, Spreadsheets
Integrate Surefire CRM with SurefireIntegrate Surefire CRM with Surefire
Surefire CRM
CRM (Customer Relationship Management)
Integrate Mailchimp with SurefireIntegrate Mailchimp with Surefire
Mailchimp
Marketing Automation
Integrate Calendly with SurefireIntegrate Calendly with Surefire
Calendly
Scheduling & Booking
Integrate Unbounce with SurefireIntegrate Unbounce with Surefire
Unbounce
Forms & Surveys
Integrate AgencyBloc with SurefireIntegrate AgencyBloc with Surefire
AgencyBloc
Sales & CRM
Integrate TradePortal with SurefireIntegrate TradePortal with Surefire
TradePortal
CRM (Customer Relationship Management)

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  • Add or update LeadConnector contacts whenever new appointments are created in Surefire

    Details
    Try it
    • Surefire logo
    • LeadConnector logo
    Surefire + LeadConnector

  • Create detailed events in Google Calendar from new appointments in Surefire

    Details
    Try it
    • Surefire logo
    • Google Calendar logo
    Surefire + Google Calendar

  • Create new TradePortal customers from new Surefire customers effortlessly

    Details
    Try it
    • Surefire logo
    • TradePortal logo
    Surefire + TradePortal

  • Add or update LeadConnector contacts whenever new appointments are created in Surefire

    Details
    Try it
    • Surefire logo
    • LeadConnector logo
    Surefire + LeadConnector

  • Create detailed events in Google Calendar from new appointments in Surefire

    Details
    Try it
    • Surefire logo
    • Google Calendar logo
    Surefire + Google Calendar

  • Create new TradePortal customers from new Surefire customers effortlessly

    Details
    Try it
    • Surefire logo
    • TradePortal logo
    Surefire + TradePortal

      • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Surefire triggers, actions, and search
        New Customer

        Triggers when a new customer is created.

        Trigger
        Polling
        Try It
      • Surefire triggers, actions, and search
        New Post

        Triggers when a new post is created.

        Trigger
        Polling
        Try It
        • First Name
          Required
        • Last Name
        • Postcode
          Required
        • Email Address
          Required
        • Mobile Phone
          Required
        • Customer Status
          Required
        • Market Source
          Required
        • Receive Notification
        Action
        Write
      • Surefire triggers, actions, and search
        New Appointment

        Triggers when a new appointment is created.

        Trigger
        Polling
        Try It
        • Appointment Type
          Required
        • Appointment Reference
          Required
        • Customer Id
          Required
        • Staff ID
          Required
        • Notes
        • Start Date
          Required
        • End Date
          Required
        Action
        Write
        • First Name
          Required
        • Last Name
          Required
        • Email Address
          Required
        • Mobile Phone Number
        • Home Phone Number
        • Postcode
          Required
        • Description
        Action
        Write

      Surefire Help & Support

      Common questions

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      About Surefire
      Surefire is a CRM tailored for the plumbing and heating industry
      HelpHelp
      Related categories
      CRM (Customer Relationship Management)

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