Add new Credit Repair Cloud leads to Accelo as contacts
Effortlessly manage your new leads from Credit Repair Cloud by integrating with Accelo. With this workflow, whenever a new lead is generated in Credit Repair Cloud, a contact will be created or updated in Accelo. This seamless connection saves you time and ensures your contact information stays organized and up-to-date in both systems.
Effortlessly manage your new leads from Credit Repair Cloud by integrating with Accelo. With this workflow, whenever a new lead is generated in Credit Repair Cloud, a contact will be created or updated in Accelo. This seamless connection saves you time and ensures your contact information stays organized and up-to-date in both systems.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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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