SurefireCRM Connector

Build in-app integrations that create and update contacts, push leads from your product into SurefireCRM, sync loan milestones and trigger Surefire workflows and marketing sends. Publish white-label automations into your product to serve each customer account.

Build with this Connector Talk to an integration expert

Faster time to market

Prebuilt CRM actions accelerate integration delivery.

Reusable orchestration

Single workflow template reused across customer accounts.

Governed marketplace

Publish approved automations to control tenant access.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

What teams can integrate or automate

Teams can sync contacts, create leads, update loan milestones and trigger Surefire workflows and marketing sends from their application. Use Cyclr’s low-code builder to map your tenant data to Surefire objects, run multi-step orchestrations and publish white-label automations into an embedded marketplace for customer self-serve activation.

PRODUCT USE CASES

Top Use Cases for SurefireCRM Integrations

Quickly create integrations between your SaaS app and SurefireCRM using Cyclr’s low-code builder. Publish your Surefire automations into your product through Cyclr’s white-label embedded integration marketplace for self-serve activation and tenant-level configuration.

Auto-create and enrich contact records

When a user signs up in your app, automatically create or update the corresponding contact in SurefireCRM so loan officers immediately receive new leads.

Push loan applications as leads

Send new loan application or lead records from your POS/LOS into Surefire to trigger lead distribution and assignment workflows.

Update loan milestones and trigger workflows

Sync loan milestone changes to update contacts and invoke Surefire workflows or milestone-driven campaigns for in-process communication.

ORCHESTRATION

How SurefireCRM works with Cyclr

Cyclr sits between your SaaS product and SurefireCRM to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
SurefireCRM
SurefireCRM processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore SurefireCRM methods you can orchestrate through Cyclr.

Contact2

Create Contact Data

Action

Creates a JSON file that can be used while creating a new user or contact.

Create User Or Contact

Action

Create a new user or contact.

TECHNICAL DETAILS

SurefireCRM integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing SurefireCRM integrations in Cyclr.

API and authentication

API host: Not specified
Authentication: API key
Credentials: Requires API Key and Client Key obtained from Top of Mind support.
Method categories: Contacts; Leads; Workflows; Campaign sends; Read/search operations.

Visit SurefireCRM →

Pagination and rate limits

Pagination

Pagination details are not publicly documented; confirm paging behavior with Top of Mind support or in Cyclr Console.

Rate limits

Rate limits are not published publicly; contact Top of Mind for limits and best practices.

IMPLEMENTATION

Authentication at a glance

Cyclr’s Surefire connector uses an API Key and Client Key pair. Obtain both from Top of Mind support and enter them when installing the connector in Cyclr Console.

Authentication method: API key
Credential required: Requires API Key and Client Key obtained from Top of Mind support.

Before you begin:

You must request API access from Top of Mind; supply API Key and Client Key.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It can create and update contacts, push leads, sync loan milestones and trigger Surefire workflows and marketing sends to automate borrower and LO communications.

Answer: The Cyclr connector requires an API Key and a Client Key. Obtain both from Top of Mind support and enter them during connector installation in Cyclr Console.

Yes: Cyclr supports per-tenant connections and reusable workflows so you can publish a white-label integration once and provision it per customer account with their credentials.

Yes: you can expose the connector’s actions as governed MCP tools in Cyclr, enabling approved automations, role-based access and audit controls for tenant use.

KEEP EXPLORING

Related resources and connectors

Documentation