ArcSite + Credit Repair Cloud
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.
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 Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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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
