Circle + Credit Repair Cloud
Add new Credit Repair Cloud leads to Circle space groups as members
Effortlessly manage your leads and community engagement with this workflow that connects Credit Repair Cloud and Circle apps. When a new lead is added in Credit Repair Cloud, this automation will add the member to a specific Space Group in Circle. Save time and increase efficiency by streamlining your lead management and community-building process.
Effortlessly manage your leads and community engagement with this workflow that connects Credit Repair Cloud and Circle apps. When a new lead is added in Credit Repair Cloud, this automation will add the member to a specific Space Group in Circle. Save time and increase efficiency by streamlining your lead management and community-building process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Member to Space Group
Add a new member to a space group and all its spaces.
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- 14 day trial for premium features & apps
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
