Credit Repair Cloud + Crystal Ball
Create annotations in Crystal Ball for new leads in Credit Repair Cloud
Stay on top of your credit repair leads by annotating them in your Crystal Ball app as they come in. With this workflow, every time you get a new lead in Credit Repair Cloud, an annotation will be created in the Crystal Ball app, ensuring you have all the necessary lead information organized and readily accessible. Save time and streamline your credit repair lead management with this efficient automation solution.
Stay on top of your credit repair leads by annotating them in your Crystal Ball app as they come in. With this workflow, every time you get a new lead in Credit Repair Cloud, an annotation will be created in the Crystal Ball app, ensuring you have all the necessary lead information organized and readily accessible. Save time and streamline your credit repair lead management with this efficient automation solution.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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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
