Create personal leads in AgencyZoom from new Credit Repair Cloud leads
Effortlessly streamline your lead management process with this automation workflow. When a new lead is added in Credit Repair Cloud, it will instantly create a personal lead in AgencyZoom. Save time and improve efficiency by ensuring that all your leads are organized and readily available in both systems.
Effortlessly streamline your lead management process with this automation workflow. When a new lead is added in Credit Repair Cloud, it will instantly create a personal lead in AgencyZoom. Save time and improve efficiency by ensuring that all your leads are organized and readily available in both systems.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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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


