Create LearningSuite members from new Credit Repair Cloud leads
Streamline the process of adding new leads from Credit Repair Cloud to your LearningSuite with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a member will be created in LearningSuite, making it easier to manage and track your leads' progress. Save time and effort by automating this essential task and focus on growing your business.
Streamline the process of adding new leads from Credit Repair Cloud to your LearningSuite with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a member will be created in LearningSuite, making it easier to manage and track your leads' progress. Save time and effort by automating this essential task and focus on growing your business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Member
Creates a Member with Email, Firstname and Lastname and sends out the Login information to the Member
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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