Credit Repair Cloud + Follow Up Boss
Add tags to Follow Up Boss contacts for new Credit Repair Cloud leads
Efficiently manage new leads from Credit Repair Cloud by automatically adding tags to the relevant contact in Follow Up Boss. This seamless workflow streamlines your lead tracking process, ensuring that no important prospects slip through the cracks. With this automation, you can easily keep your CRM up-to-date and provide a more personalized experience for your leads.
Efficiently manage new leads from Credit Repair Cloud by automatically adding tags to the relevant contact in Follow Up Boss. This seamless workflow streamlines your lead tracking process, ensuring that no important prospects slip through the cracks. With this automation, you can easily keep your CRM up-to-date and provide a more personalized experience for your leads.
- When this happens...New Lead
Triggered when you add a new lead.
- 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
