Mobilo Card + Surefire CRM
Create contacts in Surefire CRM from new leads in Mobilo Card
Streamline your sales process with this easy-to-use automation. When a new lead is added in Mobilo Card, this workflow swiftly creates a corresponding contact in Surefire CRM. No need for manual data entry anymore - save time and keep your customer information organized in one place. Make lead management quicker and more efficient today.
Streamline your sales process with this easy-to-use automation. When a new lead is added in Mobilo Card, this workflow swiftly creates a corresponding contact in Surefire CRM. No need for manual data entry anymore - save time and keep your customer information organized in one place. Make lead management quicker and more efficient today.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try It
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItCreate Contact
Creates a new contact or updates an existing contact.
