FieldPulse + Surefire Local Platform

Create FieldPulse leads when new Surefire Local Platform leads are received

Effortlessly manage your new leads from Surefire Local Platform by automatically creating them in FieldPulse. This workflow is initiated when a new lead is received in Surefire Local Platform and instantly generates a corresponding lead in FieldPulse. Save time, reduce manual data entry, and streamline your lead management process with this seamless integration.

When this happens...
New Lead Received
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Lead Received
Triggers when a new lead is created.
Trigger
Instant
Try It
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- WorkflowRequired
- StatusRequired
Trigger
Instant
Try It
Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
Try It
- Job Id
- FileRequired
- FilenameRequired
Action
Write

- Customer IdRequired
- Job TitleRequired
- Start timeRequired
- End timeRequired
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search

- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Search or write

- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
Action
Write
- StatusRequired
Trigger
Instant
Try It
Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
Try It
- Customer Id
- FileRequired
- FilenameRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Address
- City
- State
- Zip Code
- Notes
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- City
- State
- Zip Code
- Address
- Notes
- Job Notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search

About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Learn more

Related categories

Project Management

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

Related categories

Marketing

Related Zap Templates

Create new FieldPulse customers from new leads received in Surefire Local Platform

Create new leads in Surefire Local Platform when new customers are added in FieldPulse

FieldPulse + Surefire Local Platform

Create FieldPulse leads when new Surefire Local Platform leads are received

New Lead Received

New Customer

Get Job Workflow Statuses

Last Updated Contact

Attach Job File

Job Id

Create Job

Notes

Location Id

Address

City

State

Zip Code

Search Customer

Search Value

Search Jobs

Search by text

Job ID

Customer ID

Project ID

Project Name

Job Start Date

Job End Date

Find or Create a Customer

Search Value

Last Name

Email

Phone

Address

City

State

Zip Code

Notes

Create Lead

Client

First Name

Last Name

Email

Phone

Address

Address2

Address3

City

State

Country

Zip

Notes

Get Customer Pipeline Statuses

Last Created Contact

Attach Customer File

Customer Id

Create Customer

Last Name

Email

Phone

Address

City

State

Zip Code

Notes

Create Lead

Last Name

Email

Phone

City

State

Zip Code

Address

Notes

Job Notes

Search Job

Search by text

Job ID

Customer ID

Project ID

Project Name

Job Start Date

Job End Date