ConnectWise Manage + Credit Repair Cloud
Create contacts in ConnectWise Manage for new leads in Credit Repair Cloud
Effortlessly manage new leads from Credit Repair Cloud by creating contacts in ConnectWise Manage with this seamless workflow. As soon as a new lead is added to Credit Repair Cloud, a contact will be created in ConnectWise Manage, ensuring all essential client information is readily available for your team. Stay organized and efficient, while eliminating manual data entry errors with this powerful automation.
Effortlessly manage new leads from Credit Repair Cloud by creating contacts in ConnectWise Manage with this seamless workflow. As soon as a new lead is added to Credit Repair Cloud, a contact will be created in ConnectWise Manage, ensuring all essential client information is readily available for your team. Stay organized and efficient, while eliminating manual data entry errors with this powerful automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new contact.
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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
