Credit Repair Cloud + Freshsales Classic
Add notes to new Freshsales Classic leads when new leads are created in Credit Repair Cloud
Effortlessly manage your leads between Credit Repair Cloud and Freshsales Classic with this seamless workflow. When a new lead is added in Credit Repair Cloud, this process creates a note and attaches it to the corresponding lead in Freshsales Classic. Keep your sales team informed with essential lead information, enhancing lead nurturing and conversion processes.
Effortlessly manage your leads between Credit Repair Cloud and Freshsales Classic with this seamless workflow. When a new lead is added in Credit Repair Cloud, this process creates a note and attaches it to the corresponding lead in Freshsales Classic. Keep your sales team informed with essential lead information, enhancing lead nurturing and conversion processes.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Note to Lead
Adds a note to 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
