Create leads in CampLegal from new clients in Credit Repair Cloud
Effortlessly manage your leads by connecting Credit Repair Cloud and CampLegal. With this workflow, when a new client is added in Credit Repair Cloud, it instantly creates a lead in CampLegal. This streamlines your client management process and keeps your sales pipeline organized, allowing you to focus on growing your business.
Effortlessly manage your leads by connecting Credit Repair Cloud and CampLegal. With this workflow, when a new client is added in Credit Repair Cloud, it instantly creates a lead in CampLegal. This streamlines your client management process and keeps your sales pipeline organized, allowing you to focus on growing your business.
- When this happens...New Client
Triggered when you add a new client.
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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