Create tasks in Follow Up Boss for new leads in Credit Repair Cloud
Effortlessly manage your leads by connecting Credit Repair Cloud and Follow Up Boss with this time-saving workflow. When a new lead is added in Credit Repair Cloud, a task will be instantly created in Follow Up Boss, ensuring you never miss an opportunity to follow up on potential clients. Stay organized and streamline your lead management process with this seamless integration.
Effortlessly manage your leads by connecting Credit Repair Cloud and Follow Up Boss with this time-saving workflow. When a new lead is added in Credit Repair Cloud, a task will be instantly created in Follow Up Boss, ensuring you never miss an opportunity to follow up on potential clients. Stay organized and streamline your lead management process with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Create a task for a 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