Create FreedomSoft seller leads from new Credit Repair Cloud leads
Effortlessly manage your leads by connecting Credit Repair Cloud and FreedomSoft. With this workflow, every time a new lead is added in Credit Repair Cloud, a seller lead will be created in FreedomSoft. This seamless process helps streamline your lead management and ensures that you stay organized and efficient in your business operations.
Effortlessly manage your leads by connecting Credit Repair Cloud and FreedomSoft. With this workflow, every time a new lead is added in Credit Repair Cloud, a seller lead will be created in FreedomSoft. This seamless process helps streamline your lead management and ensures that you stay organized and efficient in your business operations.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Seller Lead
Finds a seller lead based on phone number, email, or full name, scoped by lead campaign.
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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