Credit Repair Cloud + Follow Up Boss
Update contact stages in Follow Up Boss for new leads in Credit Repair Cloud
Effortlessly manage your leads from Credit Repair Cloud within Follow Up Boss by utilizing this automation. When a new lead is created in Credit Repair Cloud, their contact stage will be updated in Follow Up Boss. This seamless integration ensures a smooth and organized lead management process, saving you time and helping to close deals faster.
Effortlessly manage your leads from Credit Repair Cloud within Follow Up Boss by utilizing this automation. When a new lead is created in Credit Repair Cloud, their contact stage will be updated in Follow Up Boss. This seamless integration ensures a smooth and organized lead management process, saving you time and helping to close deals faster.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Change Stage of a Contact
Changes the stage of an existing contact.
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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
