FieldPulse + Surefire Local Platform
Create new FieldPulse customers from new leads received in Surefire Local Platform
Simplify your lead management process with this efficient workflow. When you receive a new lead in your Surefire Local Platform, this process swiftly creates a new customer in your FieldPulse system. No more wasting time with manual data entry or risking data slip ups - just smooth, seamless automation that keeps your customer base up-to-date and your focus on what really matters - growing your business.
Simplify your lead management process with this efficient workflow. When you receive a new lead in your Surefire Local Platform, this process swiftly creates a new customer in your FieldPulse system. No more wasting time with manual data entry or risking data slip ups - just smooth, seamless automation that keeps your customer base up-to-date and your focus on what really matters - growing your business.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Customer
Trigger when a new customer is added.
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