BONZO + Credit Repair Cloud
Create prospects in BONZO pipeline stage from new clients in Credit Repair Cloud
Easily manage new clients and streamline your sales process with this workflow. Whenever a new client is added in Credit Repair Cloud, it will automatically create a prospect in the specified pipeline stage in BONZO. Save time by eliminating manual data entry and staying on top of your sales funnel efficiently.
Easily manage new clients and streamline your sales process with this workflow. Whenever a new client is added in Credit Repair Cloud, it will automatically create a prospect in the specified pipeline stage in BONZO. Save time by eliminating manual data entry and staying on top of your sales funnel efficiently.
- When this happens...New Client
Triggered when you add a new client.
- 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
