Myloanofficer + Surefire CRM
Create new Surefire CRM contacts from new Myloanofficer lead funnel submissions
Streamline your lead management workflow with this automation. Whenever there's a new lead funnel submission in the Myloanofficer app, a contact will be instantly created in your Surefire CRM. It not only helps in swift data transfer but also ensures no potential lead slips through the cracks. Boost your productivity and ensure error-free data entry with this efficient workflow.
Streamline your lead management workflow with this automation. Whenever there's a new lead funnel submission in the Myloanofficer app, a contact will be instantly created in your Surefire CRM. It not only helps in swift data transfer but also ensures no potential lead slips through the cracks. Boost your productivity and ensure error-free data entry with this efficient workflow.
- When this happens...New Lead Funnel Submission
Triggers when someone fills out the lead funnel.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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