How to connect Add to Calendar PRO with Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
Integrate Surefire CRM with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Surefire CRM when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Surefire CRM, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Surefire CRM.
How to connect Add to Calendar PRO with Surefire CRM
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or Surefire CRM as the trigger.
- Choose the next action, test the Zap, then activate it.