Coda + Credit Repair Cloud
Create Coda rows for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by creating rows in a Coda table for each new lead. With this workflow, stay organized and ensure all important lead information is accessible and easy to track in Coda. No more manual data entry or the risk of missing important details, letting you focus on strategies to convert leads into clients.
Effortlessly manage your leads from Credit Repair Cloud by creating rows in a Coda table for each new lead. With this workflow, stay organized and ensure all important lead information is accessible and easy to track in Coda. No more manual data entry or the risk of missing important details, letting you focus on strategies to convert leads into clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Row
Creates a new row in the selected table.
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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
