Credit Repair Cloud + Livespace
Create Livespace deal products from new Credit Repair Cloud leads
Easily streamline your sales process and boost efficiency with this automation between Credit Repair Cloud and Livespace. When a new lead is created in Credit Repair Cloud, a deal product will be added to Livespace, saving you time and ensuring all necessary information is in one place. Focus on closing deals and let this workflow handle the smooth transfer of data between the two platforms.
Easily streamline your sales process and boost efficiency with this automation between Credit Repair Cloud and Livespace. When a new lead is created in Credit Repair Cloud, a deal product will be added to Livespace, saving you time and ensuring all necessary information is in one place. Focus on closing deals and let this workflow handle the smooth transfer of data between the two platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Deal Product
Adds a product to existing deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
