Autotask + Credit Repair Cloud
Create Autotask contacts from new Credit Repair Cloud leads
Effortlessly manage your leads and streamline your workflow between Credit Repair Cloud and Autotask. With this automation, every time a new lead is added in Credit Repair Cloud, a contact will be created in Autotask. This seamless connection saves time, eliminates manual entry, and ensures your sales team has accurate and up-to-date contact information for potential clients.
Effortlessly manage your leads and streamline your workflow between Credit Repair Cloud and Autotask. With this automation, every time a new lead is added in Credit Repair Cloud, a contact will be created in Autotask. This seamless connection saves time, eliminates manual entry, and ensures your sales team has accurate and up-to-date contact information for potential clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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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
