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FieldPulse + Surefire Local Platform

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

Connect your FieldPulse and Surefire Local Platform seamlessly to enhance your customer management process. With this workflow, each time you gain a new customer in FieldPulse, a corresponding lead is immediately created in Surefire Local Platform. This integration helps keep your customer base and lead generation efforts consistent and up-to-date, saving you valuable time and reducing manual entry.

Connect your FieldPulse and Surefire Local Platform seamlessly to enhance your customer management process. With this workflow, each time you gain a new customer in FieldPulse, a corresponding lead is immediately created in Surefire Local Platform. This integration helps keep your customer base and lead generation efforts consistent and up-to-date, saving you valuable time and reducing manual entry.

  1. When this happens...
    FieldPulseFieldPulse
    New Customer

    Trigger when a new customer is added.

    TriggerInstant
  2. automatically do this!
    Surefire Local PlatformSurefire Local Platform
    Create Lead

    Creates a lead from Zapier

    ActionWrite
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Supported triggers and actions

What does this mean?
  • FieldPulse triggers, actions, and search

    New Customer

    Trigger when a new customer is added.

    Trigger
    Instant
    Try It

    • WorkflowRequired

    • StatusRequired

    Trigger
    Instant
    Try It
  • FieldPulse triggers, actions, and search

    Last Updated Contact

    Trigger when a contact is updated.

    Trigger
    Instant
    Try It

    • Job Id

    • FileRequired

    • FilenameRequired

    Action
    Write
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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
surefire-local-platform logo
surefire-local-platform logo

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

Related Zap Templates

  • Create FieldPulse leads when new Surefire Local Platform leads are received

 

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

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