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.
- When this happens...New LeadTriggered when you add a new lead.
- automatically do this!Create ContactCreate a New Contact for selected location with given details
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More things you can do with Credit Repair Cloud and HL Pro Tools
Discover other triggers and actions you can use with Credit Repair Cloud and HL Pro Tools
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




