CompanyCam + Surefire Local Platform

Create new leads in Surefire Local Platform for new projects in CompanyCam

Initiate a seamless workflow between CompanyCam and Surefire Local Platform through this automation. Whenever a new project is created in CompanyCam, a lead is instantly generated in the Surefire Local Platform. This efficient process saves time and ensures that no potential business opportunity is missed, greatly improving your lead management system.

When this happens...
New Project
Triggers when you add a new project.
TriggerInstant
automatically do this!
Create Lead
Creates a lead from Zapier
ActionWrite

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Supported triggers and actions

Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- LabelsRequired
Trigger
Instant
Try It
- Project IDRequired
- Image URLRequired
Action
Write
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write

- Overwrite Existing Note?Required
- Project IDRequired
- Project NoteRequired
Action
Write
- Search ByRequired
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
Action
Write

New Document
Triggers when a document is added to a project.
Trigger
Instant
Try It
New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
Try It
New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search
New Lead Received
Triggers when a new lead is created.
Trigger
Instant
Try It

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

Learn more

Related categories

Images & Design

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

CompanyCam + Surefire Local Platform

Create new leads in Surefire Local Platform for new projects in CompanyCam

Supported triggers and actions

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

Create Lead

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

New Lead Received

About CompanyCam

Related categories

About Surefire Local Platform

Related categories