Credit Repair Cloud + LeadConnector
Update opportunities in LeadConnector when status changes occur in Credit Repair Cloud
Stay on top of your credit repair process with this streamlined workflow. When a status change occurs in Credit Repair Cloud, it prompts a corresponding change in the LeadConnector app, adding or updating an opportunity accordingly. This efficient process not only saves time but also ensures seamless and accurate tracking of credit repair progress across both platforms.
Stay on top of your credit repair process with this streamlined workflow. When a status change occurs in Credit Repair Cloud, it prompts a corresponding change in the LeadConnector app, adding or updating an opportunity accordingly. This efficient process not only saves time but also ensures seamless and accurate tracking of credit repair progress across both platforms.
- When this happens...Status Change
Triggered when you convert status from client to any other status or from any other status to client.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
