Credit Repair Cloud + Freshsales Classic
Create Freshsales Classic leads from new Credit Repair Cloud clients
Effortlessly streamline your sales process by connecting Credit Repair Cloud and Freshsales Classic with this automation workflow. Whenever a new client is added in Credit Repair Cloud, the lead will be seamlessly converted in Freshsales Classic. This helps your team save time and ensures efficient lead management, allowing you to focus on growing your business.
Effortlessly streamline your sales process by connecting Credit Repair Cloud and Freshsales Classic with this automation workflow. Whenever a new client is added in Credit Repair Cloud, the lead will be seamlessly converted in Freshsales Classic. This helps your team save time and ensures efficient lead management, allowing you to focus on growing your business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Lead Convert
Convert a Lead.
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- 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
