Credit Repair Cloud + Freshsales Classic
Add notes to Freshsales Classic sales accounts for new Credit Repair Cloud leads
Effortlessly manage your leads and boost sales efficiency with this automation. When a New Lead is created in Credit Repair Cloud, it will automatically add a Note to the corresponding Sales Account in Freshsales Classic. Stay organized and ensure timely follow-ups with all your leads in the credit repair process.
Effortlessly manage your leads and boost sales efficiency with this automation. When a New Lead is created in Credit Repair Cloud, it will automatically add a Note to the corresponding Sales Account in Freshsales Classic. Stay organized and ensure timely follow-ups with all your leads in the credit repair process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
- Free forever for core features
- 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
