Credit Repair Cloud + Freshsales Classic
Add notes to Freshsales Classic deals for new Credit Repair Cloud leads
Stay on top of your leads and close deals more efficiently with this automation. When a new lead is added in Credit Repair Cloud, this workflow will create a note for the corresponding deal in Freshsales Classic, keeping all the essential information in one place. Manage your leads and deals effortlessly, streamlining your sales process and saving valuable time.
Stay on top of your leads and close deals more efficiently with this automation. When a new lead is added in Credit Repair Cloud, this workflow will create a note for the corresponding deal in Freshsales Classic, keeping all the essential information in one place. Manage your leads and deals effortlessly, streamlining your sales process and saving valuable time.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Note to Deal
Adds a note to a 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
