BrightManager + Credit Repair Cloud
Create new BrightManager clients from new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by sending them directly to BrightManager. This automation workflow is triggered whenever there's a new lead in Credit Repair Cloud, and creates a client in BrightManager as a result. Streamline your client onboarding process and save time by eliminating manual data entry between these two platforms.
Effortlessly manage your leads from Credit Repair Cloud by sending them directly to BrightManager. This automation workflow is triggered whenever there's a new lead in Credit Repair Cloud, and creates a client in BrightManager as a result. Streamline your client onboarding process and save time by eliminating manual data entry between these two platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Client
Create a new Client within BrightManager
- Free forever for core features
- 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
