Baton + Credit Repair Cloud
Create Baton projects for new Credit Repair Cloud leads
Streamline your credit repair process with this efficient workflow. When a new lead is added in Credit Repair Cloud, a project will be created in Baton, making it easy for you to manage client cases and tasks without manual data entry. Stay organized and save time, allowing you to focus on what matters - helping your clients improve their credit.
Streamline your credit repair process with this efficient workflow. When a new lead is added in Credit Repair Cloud, a project will be created in Baton, making it easy for you to manage client cases and tasks without manual data entry. Stay organized and save time, allowing you to focus on what matters - helping your clients improve their credit.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Creates a Project on Baton
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- 14 day trial for premium features & apps
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
