Credit Repair Cloud + Magentrix
Create Magentrix entity records when new leads emerge in Credit Repair Cloud
Effortlessly streamline your lead management process with this Credit Repair Cloud and Magentrix workflow. When you receive a new lead in Credit Repair Cloud, this integration will create an Entity Record in Magentrix, ensuring all lead information is captured and organized in one place. Save time and improve efficiency by letting this automation take care of the data entry for you.
Effortlessly streamline your lead management process with this Credit Repair Cloud and Magentrix workflow. When you receive a new lead in Credit Repair Cloud, this integration will create an Entity Record in Magentrix, ensuring all lead information is captured and organized in one place. Save time and improve efficiency by letting this automation take care of the data entry for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Entity Record
Creates a new record of your chosen Entity Type.
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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
