Surefire and Salesflare
How to connect Surefire
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When new Customer in Surefire, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Appointment in Surefire, create meeting, then create call in Salesflare.
About Surefire
Surefire is a CRM tailored for the plumbing and heating industry
Surefire operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Appointment — Triggers when a new appointment is created.
- New Customer — Triggers when a new customer is created.
- New Post — Triggers when a new post is created.
Actions (3)
Things Salesflare can make it do
- Create Appointment — Create an appointment
- Create Minimal Customer — Creates a normal customer entry, but requires less validated fields
- Create Sales Lead — Create a new sales lead
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