CATS + Credit Repair Cloud
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.
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 Lead
Triggered when you add a new lead.
- automatically do this!Add Candidate to Pipeline
Add a candidate to a job pipeline.
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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
