Create Freshsales Classic deals for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by setting up this automation to create deals in Freshsales Classic as soon as a new lead is added. Keep your sales pipeline up-to-date and never miss an opportunity again, as this workflow takes care of adding new leads into Freshsales Classic for you. Save time and stay organized with this seamless integration.
Effortlessly manage your leads from Credit Repair Cloud by setting up this automation to create deals in Freshsales Classic as soon as a new lead is added. Keep your sales pipeline up-to-date and never miss an opportunity again, as this workflow takes care of adding new leads into Freshsales Classic for you. Save time and stay organized with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Deal
Creates a new deal.
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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