Credit Repair Cloud + Dubsado
Create Dubsado projects for new Credit Repair Cloud leads
Effortlessly manage new leads in Credit Repair Cloud by seamlessly creating projects in Dubsado with this efficient workflow. When a new lead is added in Credit Repair Cloud, a project is generated in Dubsado, enabling you to track clients effectively while saving valuable time on data entry. Focus on providing exceptional credit repair services as this automation streamlines your client management process.
Effortlessly manage new leads in Credit Repair Cloud by seamlessly creating projects in Dubsado with this efficient workflow. When a new lead is added in Credit Repair Cloud, a project is generated in Dubsado, enabling you to track clients effectively while saving valuable time on data entry. Focus on providing exceptional credit repair services as this automation streamlines your client management process.
- 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
