Bind ERP + Credit Repair Cloud
Create prospects in Bind ERP from new leads in Credit Repair Cloud
Efficiently manage new leads from Credit Repair Cloud by creating prospects in Bind ERP with this seamless workflow. Once set up, whenever a new lead is added in Credit Repair Cloud, a prospect will be generated in Bind ERP, streamlining your sales process and ensuring no potential customer is overlooked. Stay organized and save time by automating your lead management with this simple yet effective integration.
Efficiently manage new leads from Credit Repair Cloud by creating prospects in Bind ERP with this seamless workflow. Once set up, whenever a new lead is added in Credit Repair Cloud, a prospect will be generated in Bind ERP, streamlining your sales process and ensuring no potential customer is overlooked. Stay organized and save time by automating your lead management with this simple yet effective integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Prospect
Creates a new prospect.
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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
