Credit Repair Cloud + Stacker
Create new Stacker records for every new Credit Repair Cloud lead
Effortlessly manage your leads in the Credit Repair Cloud app by automatically creating new records in the Stacker app every time a new lead is added. With this workflow, you can easily track and organize leads while ensuring your data stays up-to-date across both apps, saving you time and minimizing manual data entry.
Effortlessly manage your leads in the Credit Repair Cloud app by automatically creating new records in the Stacker app every time a new lead is added. With this workflow, you can easily track and organize leads while ensuring your data stays up-to-date across both apps, saving you time and minimizing manual data entry.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create New Record
Creates a new Record
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
