Checkvist + Credit Repair Cloud
Create Checkvist list items for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by automatically creating list items in Checkvist with this seamless workflow. Once set up, every time there's a new lead in Credit Repair Cloud, a corresponding list item will be generated in Checkvist. Keep track of all your prospects and stay organized without the need to manually transfer data between the two platforms.
Effortlessly manage your new leads from Credit Repair Cloud by automatically creating list items in Checkvist with this seamless workflow. Once set up, every time there's a new lead in Credit Repair Cloud, a corresponding list item will be generated in Checkvist. Keep track of all your prospects and stay organized without the need to manually transfer data between the two platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create List Item
Creates a new item in a selected list.
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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
