Credit Repair Cloud + FreeAgent
Create new FreeAgent contacts from Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by creating contacts in FreeAgent with this seamless workflow. Once a new lead is generated in Credit Repair Cloud, the automation will create a corresponding contact in FreeAgent, ensuring your contacts are updated and organized. Save time and stay on top of your customer management with this efficient process.
Effortlessly manage your leads from Credit Repair Cloud by creating contacts in FreeAgent with this seamless workflow. Once a new lead is generated in Credit Repair Cloud, the automation will create a corresponding contact in FreeAgent, ensuring your contacts are updated and organized. Save time and stay on top of your customer management with this efficient process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Triggers when you add a new 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
