Circle + Credit Repair Cloud
Remove Circle members when new leads are added in Credit Repair Cloud
Effortlessly manage your leads and maintain an organized member list within your Circle community using this seamless workflow. When a new lead is generated in Credit Repair Cloud, this automation ensures they are swiftly added to your Circle community. Streamline your audience management process and enjoy a tidy Circle member list with ease.
Effortlessly manage your leads and maintain an organized member list within your Circle community using this seamless workflow. When a new lead is generated in Credit Repair Cloud, this automation ensures they are swiftly added to your Circle community. Streamline your audience management process and enjoy a tidy Circle member list with ease.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Remove Member
Remove a member from your community.
- Free forever for core features
- 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
