Credit Repair Cloud + Insightly
Create Insightly records for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by automatically creating records in Insightly. With this workflow, every time a new lead is added in Credit Repair Cloud, a new record will be generated in Insightly, ensuring all your customer data is organized and up-to-date. Streamline your lead management process and stay focused on growing your business with this seamless automation.
Effortlessly manage your new leads from Credit Repair Cloud by automatically creating records in Insightly. With this workflow, every time a new lead is added in Credit Repair Cloud, a new record will be generated in Insightly, ensuring all your customer data is organized and up-to-date. Streamline your lead management process and stay focused on growing your business with this seamless automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Record
Creates a Record
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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
