Popl + Surefire CRM

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.

  1. When this happens...
    PoplPopl
    New Lead

    Triggers when you collect a new lead via Popl

    TriggerInstant
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

popl logo
popl logo

About Popl

Popl is a digital business card platform that allows you to share contact info and capture leads.
Learn more

Related categories

  • Contact Management
surefire logo
surefire logo

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

Related categories

  • CRM (Customer Relationship Management)

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