Google Sheets integration with Surefire CRM
How to Create Surefire contacts when new rows are added to Google Sheets
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Surefire contacts when new rows are added to Google Sheets" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Surefire CRM integrations
Surefire CRM actions
Nekton can use any feature that is available in Surefire CRM API.
Using our advanced AI, you can easily create custom automations for Surefire CRM.
Here are some typical actions you can do in your automated workflows.
About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.