Create Freshsales Suite accounts from new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud with this seamless workflow. Once a new lead is added to your Credit Repair Cloud account, an account will be created in Freshsales Suite, ensuring all your prospect information is efficiently organized and easily accessible. Stay on top of your sales process and improve team productivity with this powerful automation.
Effortlessly manage your new leads from Credit Repair Cloud with this seamless workflow. Once a new lead is added to your Credit Repair Cloud account, an account will be created in Freshsales Suite, ensuring all your prospect information is efficiently organized and easily accessible. Stay on top of your sales process and improve team productivity with this powerful automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Account
Creates a new account.
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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