Rabbu + Surefire CRM
Create new Surefire CRM contacts from new Rabbu agent leads
Easily manage your property business and streamline your client relationship efforts with this workflow. Whenever a new agent lead is created in Rabbu, this setup will instantly create a contact within your Surefire CRM. This effortless automation helps you stay organized and promptly follow up with potential clients, enhancing your customer relationship management.
Easily manage your property business and streamline your client relationship efforts with this workflow. Whenever a new agent lead is created in Rabbu, this setup will instantly create a contact within your Surefire CRM. This effortless automation helps you stay organized and promptly follow up with potential clients, enhancing your customer relationship management.
- When this happens...New Agent Lead
Triggers when a new agent lead is created.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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