CosmoLex + Credit Repair Cloud
Create new CosmoLex contacts from Credit Repair Cloud leads
Save time and streamline your client onboarding process by automatically transferring new leads from Credit Repair Cloud to CosmoLex as contacts. This efficient workflow triggers when a new lead is added in Credit Repair Cloud and instantly creates a contact in CosmoLex, ensuring seamless management of your potential clients without any manual effort. Stay organized and never miss a potential client again with this useful automation.
Save time and streamline your client onboarding process by automatically transferring new leads from Credit Repair Cloud to CosmoLex as contacts. This efficient workflow triggers when a new lead is added in Credit Repair Cloud and instantly creates a contact in CosmoLex, ensuring seamless management of your potential clients without any manual effort. Stay organized and never miss a potential client again with this useful 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
