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Integrate Cardtapp with Surefire CRM to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Cardtapp with Surefire CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Cardtapp

A trigger is an event that starts your Zap and runs the workflow. For example, with Cardtapp, a trigger could be "Tapper Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from Surefire CRM

An action is what takes place after the automation is triggered. For example, with Surefire CRM, the action could be "Create Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cardtapp to Surefire CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cardtapp to Surefire CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Cardtapp and Surefire CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Connect Cardtapp and Surefire CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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About Cardtapp
Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.
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About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
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