When new lead received in Surefire Local Platform, sync it to Moxie.

When a new lead arrives in Surefire Local Platform, sync the contact details to Moxie.

Try:

See all Moxie + Surefire Local Platform integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Moxie Explore Moxie →

Triggers

New contact or lead

Fires when a new contact or lead is added to Moxie.

Contact updated

Fires when a field on a contact changes in Moxie.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Moxie.

Deal won

Fires when a deal is marked won in Moxie.

Actions

Create or update contact

Creates or updates a contact in Moxie.

Create deal

Creates a new deal in Moxie.

Update record stage

Moves a deal or record to a new stage in Moxie.

Log activity

Logs a call, email, or note against a record in Moxie.

Surefire Local Platform Explore Surefire Local Platform →

Triggers

New lead captured

Fires when Surefire Local Platform captures a new lead or sign-up.

Engagement recorded

Fires when someone views, clicks or completes something in Surefire Local Platform.

Content published

Fires when a post, page or asset is published from Surefire Local Platform.

Actions

Create or update a contact

Creates or updates a contact or lead in Surefire Local Platform.

Add to a campaign or audience

Adds a contact to a campaign, audience or segment in Surefire Local Platform.

Enroll new CRM leads into marketing segments When a lead is created in Moxie, automatically add them to a welcome segment in Surefire Local Platform to start outreach. See details

Log sent campaigns on CRM deal records When a campaign is sent in Surefire Local Platform, automatically log an activity on the corresponding deal in Moxie for sales tracking. See details

Subscribe contacts after winning deals When a deal is won in Moxie, automatically add the customer as a subscriber in Surefire Local Platform to send welcoming newsletters. See details

See all Moxie + Surefire Local Platform integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new lead received in Surefire Local Platform, sync it to Moxie.” between Moxie and Surefire Local Platform?

Yes — describe it in the box above and Knit's Integrations Agent researches Moxie and Surefire Local Platform's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Surefire Local Platform with Moxie help sales representatives?

Marketing emails sent from Surefire Local Platform can automatically log activities on CRM contacts or deals in Moxie, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Moxie can immediately add the contact as a subscriber in Surefire Local Platform.