CINC + Credit Repair Cloud
Create saved searches in CINC from new leads in Credit Repair Cloud
Effortlessly manage your leads from Credit Repair Cloud by transferring them to CINC with this powerful workflow. Once a new lead is received in Credit Repair Cloud, this automation will add a saved search in CINC, allowing you to better organize and follow up with them. Streamline your process and ensure timely interactions with your prospects with this simple integration.
Effortlessly manage your leads from Credit Repair Cloud by transferring them to CINC with this powerful workflow. Once a new lead is received in Credit Repair Cloud, this automation will add a saved search in CINC, allowing you to better organize and follow up with them. Streamline your process and ensure timely interactions with your prospects with this simple integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Saved Search
Create a saved search in CINC based on lead search data.
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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
