Credit Repair Cloud + Follow Up Boss
Create new Follow Up Boss deals for Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud and streamline your sales process using this automation. Whenever a new lead is added in Credit Repair Cloud, a deal is instantly created in Follow Up Boss, allowing you to better track and nurture those prospects. Increase efficiency and save time by automating the transfer of lead information between platforms.
Effortlessly manage your leads from Credit Repair Cloud and streamline your sales process using this automation. Whenever a new lead is added in Credit Repair Cloud, a deal is instantly created in Follow Up Boss, allowing you to better track and nurture those prospects. Increase efficiency and save time by automating the transfer of lead information between platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Deal
Creates a deal on a 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
