Credit Repair Cloud + Follow Up Boss
Create or update Follow Up Boss contacts when new leads emerge in Credit Repair Cloud
Effortlessly manage your leads from Credit Repair Cloud in Follow Up Boss with this streamlined workflow. Whenever a new lead is added in Credit Repair Cloud, this automation will create or update the contact in Follow Up Boss without initiating any action plans. Stay organized and focused on nurturing your leads while saving valuable time.
Effortlessly manage your leads from Credit Repair Cloud in Follow Up Boss with this streamlined workflow. Whenever a new lead is added in Credit Repair Cloud, this automation will create or update the contact in Follow Up Boss without initiating any action plans. Stay organized and focused on nurturing your leads while saving valuable time.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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
