Credit Repair Cloud + Harvest
Create tasks in Harvest for new Credit Repair Cloud leads
Stay on top of your credit repair leads by creating tasks in Harvest for every new lead generated in Credit Repair Cloud. This workflow will help you manage your workload efficiently and ensure that you never miss a potential client. Get started by connecting your Credit Repair Cloud and Harvest accounts, and let this automation handle the rest.
Stay on top of your credit repair leads by creating tasks in Harvest for every new lead generated in Credit Repair Cloud. This workflow will help you manage your workload efficiently and ensure that you never miss a potential client. Get started by connecting your Credit Repair Cloud and Harvest accounts, and let this automation handle the rest.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a Task and optionally assigns it to a project
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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
