Credit Repair Cloud + LionDesk
Create new LionDesk contacts from Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating corresponding contacts in LionDesk with this efficient workflow. Once set up, every time a new lead is added in Credit Repair Cloud, a contact will be created in LionDesk, instantly organizing and streamlining your lead management process. Save time and improve your lead nurturing by connecting these two powerful platforms.
Effortlessly manage your new leads from Credit Repair Cloud by creating corresponding contacts in LionDesk with this efficient workflow. Once set up, every time a new lead is added in Credit Repair Cloud, a contact will be created in LionDesk, instantly organizing and streamlining your lead management process. Save time and improve your lead nurturing by connecting these two powerful platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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
