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.

Try:

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

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Surefire Local Platform Explore Surefire Local Platform →

Triggers

Subscriber added

Fires when a new subscriber is added in Surefire Local Platform.

Campaign sent

Fires when a campaign is sent from Surefire Local Platform.

Subscriber unsubscribed

Fires when a subscriber unsubscribes in Surefire Local Platform.

Actions

Add subscriber

Adds or updates a subscriber in Surefire Local Platform.

Send campaign

Creates or sends a campaign from Surefire Local Platform.

Add to segment

Adds a subscriber to a segment in Surefire Local Platform.

Moxie Explore Moxie →

Triggers

New lead created

Fires when a new lead or contact is created in Moxie.

Deal stage changed

Fires when a deal moves to a new stage in Moxie.

Deal won

Fires when a deal is marked won in Moxie.

Contact updated

Fires when a field on a contact changes in Moxie.

Actions

Create or update contact

Creates or updates a contact in Moxie.

Create deal

Creates a new deal in Moxie.

Update deal stage

Moves a deal to a new stage in Moxie.

Log activity

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

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

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Enroll new CRM leads into marketing segments” between Surefire Local Platform and Moxie?

Yes — describe it in the box above and Knit's Integrations Agent researches Surefire Local Platform and Moxie'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.