Autotask + Credit Repair Cloud
Create Autotask opportunities for new Credit Repair Cloud clients
Easily manage your sales pipeline with this efficient workflow that connects Credit Repair Cloud and Autotask. Whenever you add a new client in Credit Repair Cloud, an opportunity will be created in Autotask, keeping your sales team informed and focused on closing deals. This seamless connection saves time and streamlines the process of handling new leads.
Easily manage your sales pipeline with this efficient workflow that connects Credit Repair Cloud and Autotask. Whenever you add a new client in Credit Repair Cloud, an opportunity will be created in Autotask, keeping your sales team informed and focused on closing deals. This seamless connection saves time and streamlines the process of handling new leads.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Opportunity
Triggers when a new opportunity is found.
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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
