Create new Kartra leads for new Credit Repair Cloud clients
Effortlessly manage your new clients and leads with this workflow that connects Credit Repair Cloud and Kartra. Once a new client is added in Credit Repair Cloud, a lead will be created in Kartra, keeping your sales funnel up-to-date and organized. Save time and stay focused on growing your business with this seamless automation.
Effortlessly manage your new clients and leads with this workflow that connects Credit Repair Cloud and Kartra. Once a new client is added in Credit Repair Cloud, a lead will be created in Kartra, keeping your sales funnel up-to-date and organized. Save time and stay focused on growing your business with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Lead
Creates a new lead in your Kartra account.
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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