Credit Repair Cloud + Invoice2go
Create new Invoice2go clients from Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating clients in Invoice2go with this seamless workflow. As soon as you receive a new lead in Credit Repair Cloud, this automation will instantly generate a client in Invoice2go, saving you time and streamlining your client onboarding process. Stay organized and efficiently maintain your client list with this integration.
Effortlessly manage your new leads from Credit Repair Cloud by creating clients in Invoice2go with this seamless workflow. As soon as you receive a new lead in Credit Repair Cloud, this automation will instantly generate a client in Invoice2go, saving you time and streamlining your client onboarding process. Stay organized and efficiently maintain your client list with this integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Client
Create a client in Invoice2go
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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
