Create new inquiries or website events in Follow Up Boss for new leads in Credit Repair Cloud
Effortlessly manage your leads and improve your response time with this workflow. When a new lead is added in Credit Repair Cloud, an inquiry or website event will be created in Follow Up Boss. Stay organized and enhance your lead nurturing process with this seamless automation.
Effortlessly manage your leads and improve your response time with this workflow. When a new lead is added in Credit Repair Cloud, an inquiry or website event will be created in Follow Up Boss. Stay organized and enhance your lead nurturing process with this seamless automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the 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