Accelo + Credit Repair Cloud
Create new Accelo sales from Credit Repair Cloud leads
Effortlessly manage your client onboarding process with this seamless workflow between Credit Repair Cloud and Accelo. When a new lead is added in Credit Repair Cloud, a sale will be created in Accelo, helping you streamline your sales process and ensure no opportunities are missed. Keep track of your leads and boost your efficiency by letting this automation do the work for you.
Effortlessly manage your client onboarding process with this seamless workflow between Credit Repair Cloud and Accelo. When a new lead is added in Credit Repair Cloud, a sale will be created in Accelo, helping you streamline your sales process and ensure no opportunities are missed. Keep track of your leads and boost your efficiency by letting this automation do the work for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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- 14 day trial for premium features & apps
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
