CRM
SureContact for your Agent
Flow can look up contacts, companies and deals in SureContact, and with read and write access it can update records.
It asks for your approval before it changes anything in SureContact. Connect with an API key from your SureContact account.
Connect SureContact in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect SureContact.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for SureContact.
What Flow can do depends on what SureContact offers through its API and on the access you choose.
Things to ask
Type these to Flow once SureContact is connected.
- SureContact
Which SureContact deals are linked to tenders closing this month?
- SureContact
Create a SureContact deal for the Vienna hospital tender, with its value and deadline.
About SureContact
SureContact is a marketing automation and CRM platform for contacts, deals, campaigns, lists, forms, purchases, and reports. It helps teams centralize customer data and run targeted workflows without jumping between tools.
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