Credit Repair Cloud + Follow Up Boss
Create new Follow Up Boss collaborators for every Credit Repair Cloud lead
Efficiently manage your leads and optimize collaboration with this automation workflow. When you receive a new lead in Credit Repair Cloud, it will automatically add collaborators in Follow Up Boss, streamlining your team's communication and ensuring timely responses to potential clients. Enhance your lead management process by connecting Credit Repair Cloud and Follow Up Boss effortlessly.
Efficiently manage your leads and optimize collaboration with this automation workflow. When you receive a new lead in Credit Repair Cloud, it will automatically add collaborators in Follow Up Boss, streamlining your team's communication and ensuring timely responses to potential clients. Enhance your lead management process by connecting Credit Repair Cloud and Follow Up Boss effortlessly.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
- Free forever for core features
- 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
