Create new Copper projects from new Credit Repair Cloud leads
Effortlessly streamline your lead management process with this Credit Repair Cloud-Copper integration. When a new lead is added in Credit Repair Cloud, a project will be created in Copper to help you stay organized and on top of all your leads. This seamless automation ensures that you can focus on successfully nurturing and converting leads, instead of manually transferring data between platforms.
Effortlessly streamline your lead management process with this Credit Repair Cloud-Copper integration. When a new lead is added in Credit Repair Cloud, a project will be created in Copper to help you stay organized and on top of all your leads. This seamless automation ensures that you can focus on successfully nurturing and converting leads, instead of manually transferring data between platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Creates a new Project.
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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