Credit Repair Cloud + Crelate
Create new Crelate jobs for fresh Credit Repair Cloud leads
Efficiently manage your leads by automating the process of creating jobs in Crelate whenever a new lead is added in Credit Repair Cloud. This workflow helps you stay organized, saves time, and ensures a smooth transition for your incoming leads as they move through the recruitment process. Now, you can focus on nurturing those leads and growing your business.
Efficiently manage your leads by automating the process of creating jobs in Crelate whenever a new lead is added in Credit Repair Cloud. This workflow helps you stay organized, saves time, and ensures a smooth transition for your incoming leads as they move through the recruitment process. Now, you can focus on nurturing those leads and growing your business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Job
Creates a new job.
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- 14 day trial for premium features & apps
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