BONZO + Credit Repair Cloud
Create BONZO prospects in pipeline stage from new Credit Repair Cloud leads
Effortlessly manage new leads from Credit Repair Cloud by creating prospects in a specific pipeline stage in BONZO with this seamless workflow. Once a new lead appears in Credit Repair Cloud, this automation will instantly add a prospect to your desired stage in BONZO, streamlining lead management and ensuring that no potential client slips through the cracks. Spend more time engaging with leads and less time on manual data entry.
Effortlessly manage new leads from Credit Repair Cloud by creating prospects in a specific pipeline stage in BONZO with this seamless workflow. Once a new lead appears in Credit Repair Cloud, this automation will instantly add a prospect to your desired stage in BONZO, streamlining lead management and ensuring that no potential client slips through the cracks. Spend more time engaging with leads and less time on manual data entry.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Prospect in Pipeline Stage
Creates a prospect in a pipeline stage.
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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
