Credit Repair Cloud + Livespace
Create person notes in Livespace for new leads in Credit Repair Cloud
Easily keep track of new leads and important information by automatically adding a person note in Livespace whenever a new lead is created in Credit Repair Cloud. This seamless integration helps you stay organized and ensures that no crucial details slip through the cracks, making lead management more efficient and effective.
Easily keep track of new leads and important information by automatically adding a person note in Livespace whenever a new lead is created in Credit Repair Cloud. This seamless integration helps you stay organized and ensures that no crucial details slip through the cracks, making lead management more efficient and effective.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Person Note
Adds a note to existing person.
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- 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
