Add new Credit Repair Cloud leads to Copper projects
Effortlessly manage your leads from Credit Repair Cloud by connecting it with Copper using this automation. When you receive a new lead in Credit Repair Cloud, this workflow will automatically associate the lead with a project in Copper. Say goodbye to manual data entry and focus on growing your business while keeping your lead pipeline organized and up-to-date.
Effortlessly manage your leads from Credit Repair Cloud by connecting it with Copper using this automation. When you receive a new lead in Credit Repair Cloud, this workflow will automatically associate the lead with a project in Copper. Say goodbye to manual data entry and focus on growing your business while keeping your lead pipeline organized and up-to-date.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
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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