Create notes in Kommo for new leads in Credit Repair Cloud
Effortlessly manage your Credit Repair Cloud leads by instantly creating a note in Kommo for each new lead. With this workflow, you can keep track of important client details and follow up on leads more efficiently. Enhance your organization and never miss an opportunity to nurture valuable connections in your credit repair business.
Effortlessly manage your Credit Repair Cloud leads by instantly creating a note in Kommo for each new lead. With this workflow, you can keep track of important client details and follow up on leads more efficiently. Enhance your organization and never miss an opportunity to nurture valuable connections in your credit repair business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Note
Creates a new note.
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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