Add new Credit Repair Cloud leads to CATS pipeline as candidates
Efficiently manage your leads from Credit Repair Cloud by seamlessly adding them as candidates to your CATS pipeline with this workflow. When a new lead is created in Credit Repair Cloud, it will trigger the workflow to add the candidate to your desired pipeline in CATS. This automation saves you time and ensures your leads are consistently added to the appropriate pipeline for tracking and follow-ups.
- When this happens...New LeadTriggered when you add a new lead.
- automatically do this!Add Candidate to PipelineAdd a candidate to a job pipeline.
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More things you can do with Credit Repair Cloud and CATS
Discover other triggers and actions you can use with Credit Repair Cloud and CATS
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




