Create tasks in Google Tasks for new leads in Credit Repair Cloud
Stay organized and on top of your leads with this easy-to-use workflow. When a new lead comes in through Credit Repair Cloud, a task will be created in Google Tasks to help you manage your credit repair projects more efficiently. With this streamlined process, you can better manage your workload and ensure no lead falls through the cracks.
Stay organized and on top of your leads with this easy-to-use workflow. When a new lead comes in through Credit Repair Cloud, a task will be created in Google Tasks to help you manage your credit repair projects more efficiently. With this streamlined process, you can better manage your workload and ensure no lead falls through the cracks.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a new task.
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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