Create new Brivity leads from Credit Repair Cloud clients
Stay organized and efficient when managing your credit repair clients with this seamless workflow. When new clients are added in Credit Repair Cloud, their information will be instantly updated as a lead in the Brivity app. This automation ensures you never miss a beat when it comes to keeping track of client information and accelerating your lead management process.
Stay organized and efficient when managing your credit repair clients with this seamless workflow. When new clients are added in Credit Repair Cloud, their information will be instantly updated as a lead in the Brivity app. This automation ensures you never miss a beat when it comes to keeping track of client information and accelerating your lead management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!
Triggers when a lead is updated.
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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