Credit Repair Cloud + Funil de Vendas

Credit Repair Cloud + Funil de Vendas integrations

Create opportunities in Funil de Vendas for new clients in Credit Repair Cloud

Efficiently manage your new clients by connecting Credit Repair Cloud with Funil de Vendas. This workflow instantly creates an opportunity in Funil de Vendas every time a new client is added to Credit Repair Cloud, streamlining your sales process and helping you stay organized. Save time and focus on growing your business with this seamless automation.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create OpportunityCreates an Opportunity
ActionWrite

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More things you can do with Credit Repair Cloud and Funil de Vendas

Discover other triggers and actions you can use with Credit Repair Cloud and Funil de Vendas

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write

- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- 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
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
- Opportunity title
  Required
- Opportunity value
- Vendor code
  Required
- Methodology code
  Required
- Step code
- Sales Channel code
  Required
- Enterprise name
  Required
- Enterprise document (CNPJ)
- Enterprise state registration (I.E.)
- Enterprise segment
- Enterprise street address
- Contact name
  Required
- Contact e-mail
- Contact phone
- Contact additional phone
- Contact office
- Contact document (CPF)
- Contact additional e-mails
- Name
- Value
- Annotation
Action
Write

About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Funil de Vendas

Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.