Create new Surefire CRM contacts from new leads in your team's Popl app
Easily manage your customer relationships with this workflow. When a new lead is captured in the Popl app, a corresponding contact is created in the Surefire CRM. This seamless bridging ensures that you always have your prospective customers' information at your fingertips, optimizing your team's efficiency while strengthening your lead management process.
Easily manage your customer relationships with this workflow. When a new lead is captured in the Popl app, a corresponding contact is created in the Surefire CRM. This seamless bridging ensures that you always have your prospective customers' information at your fingertips, optimizing your team's efficiency while strengthening your lead management process.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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