Myloanofficer + Surefire CRM
Create new Surefire CRM contacts from new Myloanofficer contact form submissions
Simplify your sales process with this workflow. Whenever a new contact form submission is made in Myloanofficer, the same information is used to create a new contact in Surefire CRM. This seamless process ensures you never miss out on capturing valuable leads, saving you time on data entry and letting you focus more on fostering relationships.
Simplify your sales process with this workflow. Whenever a new contact form submission is made in Myloanofficer, the same information is used to create a new contact in Surefire CRM. This seamless process ensures you never miss out on capturing valuable leads, saving you time on data entry and letting you focus more on fostering relationships.
- When this happens...New Contact Form Submission
Triggers when the Contact Form is submitted.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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