LoanBot + Surefire CRM
Create new Surefire CRM contacts from new LoanBot contacts
Streamline your workflow between the LoanBot app and Surefire CRM. When a new contact is added in LoanBot, this automation immediately creates a corresponding contact in Surefire CRM. This seamless connection saves you time and eliminates the need for manual data transfer, ensuring your customer information is always up-to-date across both platforms.
Streamline your workflow between the LoanBot app and Surefire CRM. When a new contact is added in LoanBot, this automation immediately creates a corresponding contact in Surefire CRM. This seamless connection saves you time and eliminates the need for manual data transfer, ensuring your customer information is always up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is added in LoanBot.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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New Contact
Triggers when a new contact is added in LoanBot.
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Create Contact
Creates a new contact or updates an existing contact.
