ClockShark + Credit Repair Cloud
Create ClockShark jobs for new Credit Repair Cloud leads
Efficiently manage your credit repair leads with this workflow. When you receive a new lead in Credit Repair Cloud, it will automatically create a job in ClockShark, allowing your team to quickly respond and manage tasks. Save time and stay organized by seamlessly connecting your credit leads to your project management tool.
Efficiently manage your credit repair leads with this workflow. When you receive a new lead in Credit Repair Cloud, it will automatically create a job in ClockShark, allowing your team to quickly respond and manage tasks. Save time and stay organized by seamlessly connecting your credit leads to your project management tool.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Job
Creates a new job.
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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
