Credit Repair Cloud + HL Pro Tools
Generate new contacts in HL Pro Tools for leads from Credit Repair Cloud
Effortlessly manage your new leads from Credit Repair Cloud by using this workflow to seamlessly create contacts in HL Pro Tools. With each new lead in Credit Repair Cloud, a contact will be generated in HL Pro Tools, helping you stay organized and saving you valuable time. This automation ensures that all information is efficiently transferred, making lead management and follow-ups easier than ever.
Effortlessly manage your new leads from Credit Repair Cloud by using this workflow to seamlessly create contacts in HL Pro Tools. With each new lead in Credit Repair Cloud, a contact will be generated in HL Pro Tools, helping you stay organized and saving you valuable time. This automation ensures that all information is efficiently transferred, making lead management and follow-ups easier than ever.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Create a New Contact for selected location with given details
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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
