Credit Repair Cloud + Harvest
Create Harvest projects from new Credit Repair Cloud leads
Effortlessly manage your credit repair leads and track their progress with this simple automation. When a new lead is added in Credit Repair Cloud, a project is created in Harvest, making it easy to monitor the work done for each client. Save time and stay organized while serving your clients efficiently.
Effortlessly manage your credit repair leads and track their progress with this simple automation. When a new lead is added in Credit Repair Cloud, a project is created in Harvest, making it easy to monitor the work done for each client. Save time and stay organized while serving your clients efficiently.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Creates a Project
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- 14 day trial for premium features & apps
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
