bexio + Credit Repair Cloud
Create new bexio people from Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by adding them as new contacts in bexio with this seamless workflow. With each new lead in Credit Repair Cloud, a corresponding person will be created in bexio, ensuring your contacts are always up-to-date and organized. Save time and streamline your lead management process by automating this crucial task.
Effortlessly manage your leads from Credit Repair Cloud by adding them as new contacts in bexio with this seamless workflow. With each new lead in Credit Repair Cloud, a corresponding person will be created in bexio, ensuring your contacts are always up-to-date and organized. Save time and streamline your lead management process by automating this crucial task.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Person
Create a new person.
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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
