Credit Repair Cloud + Geckoboard
Add new leads in Credit Repair Cloud to Geckoboard dataset for seamless record tracking
Stay on top of your credit repair leads with this efficient workflow. Whenever a new lead is added in Credit Repair Cloud, it will automatically create a record in your Geckoboard dataset, keeping your data up-to-date and helping you monitor lead progress seamlessly. Save time and improve your ability to track lead performance with this seamless integration.
Stay on top of your credit repair leads with this efficient workflow. Whenever a new lead is added in Credit Repair Cloud, it will automatically create a record in your Geckoboard dataset, keeping your data up-to-date and helping you monitor lead progress seamlessly. Save time and improve your ability to track lead performance with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Record to Dataset
Adds a record to a Dataset
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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
