Create new Hive projects for every new lead in Credit Repair Cloud
Efficiently manage your new leads from Credit Repair Cloud by automatically creating a copy of a project in Hive for each new lead. This workflow streamlines your lead handling process, ensuring that your team can quickly start working on credit repair tasks without manual input. Save time and stay organized with a seamless connection between Credit Repair Cloud and Hive.
Efficiently manage your new leads from Credit Repair Cloud by automatically creating a copy of a project in Hive for each new lead. This workflow streamlines your lead handling process, ensuring that your team can quickly start working on credit repair tasks without manual input. Save time and stay organized with a seamless connection between Credit Repair Cloud and Hive.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Copy Project
Copy 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