Create or update LeadSquared leads when new Credit Repair Cloud clients are added
Effortlessly manage your leads by connecting Credit Repair Cloud and LeadSquared with this automation. When you acquire a new client in Credit Repair Cloud, this workflow will create or update a lead in LeadSquared accordingly. Keep your sales pipeline in check and never miss an opportunity to engage with potential clients.
Effortlessly manage your leads by connecting Credit Repair Cloud and LeadSquared with this automation. When you acquire a new client in Credit Repair Cloud, this workflow will create or update a lead in LeadSquared accordingly. Keep your sales pipeline in check and never miss an opportunity to engage with potential clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Lead
Create a new lead or update an existing contact based on email address.
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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