Credit Repair Cloud + Follow Up Boss
Add tags to Follow Up Boss contacts for new Credit Repair Cloud clients
Effortlessly manage your leads by connecting Credit Repair Cloud and Follow Up Boss with this streamlined workflow. As soon as a new client is added in Credit Repair Cloud, tags will be automatically assigned to the corresponding contact in Follow Up Boss, ensuring that your team can easily track progress and maintain organized client profiles. Enhance your lead management process and save time with this integration.
Effortlessly manage your leads by connecting Credit Repair Cloud and Follow Up Boss with this streamlined workflow. As soon as a new client is added in Credit Repair Cloud, tags will be automatically assigned to the corresponding contact in Follow Up Boss, ensuring that your team can easily track progress and maintain organized client profiles. Enhance your lead management process and save time with this integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Tags to a Contact
Adds tags to 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
