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Capsule CRM + Surefire Local Platform

Create leads in Surefire Local Platform from new or updated contacts in Capsule CRM

Keep your Capsule CRM contacts and Surefire Local Platform leads up to date with this seamless automation. Whenever a new or updated contact is added in Capsule CRM, this workflow will create a lead in the Surefire Local Platform, ensuring your lead management stays organized and efficient. Stay on top of your contacts and never miss an opportunity to grow your business with this streamlined solution.

Keep your Capsule CRM contacts and Surefire Local Platform leads up to date with this seamless automation. Whenever a new or updated contact is added in Capsule CRM, this workflow will create a lead in the Surefire Local Platform, ensuring your lead management stays organized and efficient. Stay on top of your contacts and never miss an opportunity to grow your business with this streamlined solution.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Surefire Local PlatformSurefire Local Platform
    Create Lead

    Creates a lead from Zapier

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write

    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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