Credit Repair Cloud + Easy Project
Create tasks in Easy Project for new leads in Credit Repair Cloud
Effortlessly manage your leads from Credit Repair Cloud by setting up this automation, which creates a new task in Easy Project for every new lead in Credit Repair Cloud. Keep your project management organized and never miss a chance to follow up on potential credit repair clients while saving time on manual data entry.
Effortlessly manage your leads from Credit Repair Cloud by setting up this automation, which creates a new task in Easy Project for every new lead in Credit Repair Cloud. Keep your project management organized and never miss a chance to follow up on potential credit repair clients while saving time on manual data entry.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Create a new task.
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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
