Asana + Credit Repair Cloud
Create tasks in Asana for new leads in Credit Repair Cloud
Stay on top of your credit repair leads with this efficient workflow. When a new lead is added in Credit Repair Cloud, a task will be created in Asana to help you track and manage progress. This seamless connection ensures you never miss out on an opportunity to assist clients with their credit repair needs.
Stay on top of your credit repair leads with this efficient workflow. When a new lead is added in Credit Repair Cloud, a task will be created in Asana to help you track and manage progress. This seamless connection ensures you never miss out on an opportunity to assist clients with their credit repair needs.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Adds a new task.
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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
