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Add new Cardtapp contacts to Surefire CRM
Add new Cardtapp contacts to Surefire CRM

Automatically add new contacts from Cardtapp to Surefire CRM

Updated over a week ago


Tired of the tedious task of manually adding Cardtapp contacts to Surefire CRM? With this integration, every new contact from Cardtapp will be automatically updated in Surefire CRM. Ensure a seamless flow of information and enhance your CRM efficiency, allowing you to focus more on building relationships and less on data entry.

Use our pre-built template

Integration Overview

  1. Zapier Trigger: When a new Tapper (ie. Lead / Contact) is created in Cardtapp

  2. Zapier Action: Then, creates a new record in Surefire CRM

Benefits of this Integration

  • Utilize the pre-built Zapier template for a hassle-free setup.

  • Eliminate manual data entry between Cardtapp and Surefire CRM

  • Never miss out on potential leads.

  • Speed up your sales cycle by instantly capturing leads.

Advanced Configuration

Step-by-step Guide to Set Up the Integration

  1. Pre-requisites:

    • Ensure you have active accounts on Cardtapp, Surefire CRM, and Zapier.

    • You should have the required permissions on both platforms to set up integrations.

  2. Log into Zapier:

    • Navigate to the Zapier homepage.

    • Sign in using your credentials.

  3. Start Creating a New Zap:

    • Click on the 'Make a Zap' button on the top right corner.

  4. Set Up the Trigger:

    • In the 'Choose App & Event' search bar, type and select "Cardtapp".

    • From the 'Trigger Event' dropdown, choose "Tapper Created".

    • Click on 'Continue'.

    • You'll be prompted to sign in to your Cardtapp account if not already connected. Follow the prompts to connect.

    • Test the trigger to ensure it's working correctly.

  5. Set Up the Action:

    • In the 'Choose App & Event' section, search and select "Surefire CRM".

    • For the 'Action Event', select "Create Lead".

    • Click on 'Continue'.

    • If you haven't connected your Surefire CRM account to Zapier, you'll be prompted to do so. Follow the on-screen instructions.

    • Use the pre-built field mappings from the template to link the Tapper's details in Cardtapp to the corresponding fields in Surefire CRM

    • Once done, test the action to ensure it creates a lead in Surefire CRM successfully.

  6. Activate the Zap:

    • Once everything looks good and the test is successful, turn on your Zap by toggling the switch at the bottom of the screen.

    • Your integration is now set up. Every new Tapper in Cardtapp will automatically become a Contact in Surefire CRM.

Troubleshooting Tips:

  • Ensure you have the necessary permissions in both Cardtapp and Surefire CRM

  • Always test your Zap thoroughly after setting it up.

  • If issues persist, reach out to Zapier's support or refer to their extensive documentation.

We hope this guide helps you seamlessly integrate Cardtapp with Surefire CRM. Should you have any questions or face any issues, please don't hesitate to reach out to our support team. Happy integrating!

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