Create projects in ArcSite for new leads in Credit Repair Cloud
Effortlessly manage your leads and projects with this Credit Repair Cloud and ArcSite integration. When a new lead is added in Credit Repair Cloud, a project will be created in ArcSite, ensuring a seamless transition and organized workflow. Save time and stay on track by automating this process, so you can focus on delivering exceptional services to your clients.
- When this happens...New LeadTriggered when you add a new lead.
- automatically do this!Create ProjectCreate a New Project and also optionally set other information, such as customer info, sales rep info...
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More things you can do with Credit Repair Cloud and ArcSite
Discover other triggers and actions you can use with Credit Repair Cloud and ArcSite
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




