Credit Repair Cloud + MeisterTask
Create tasks in MeisterTask for new Credit Repair Cloud leads
Effortlessly stay on top of your credit repair leads with this seamless workflow that connects Credit Repair Cloud and MeisterTask. When a new lead is added in Credit Repair Cloud, a task will be created in MeisterTask, allowing you to quickly take action and manage your leads with ease. Simplify your lead management process and ensure you never miss an opportunity to assist potential clients.
Effortlessly stay on top of your credit repair leads with this seamless workflow that connects Credit Repair Cloud and MeisterTask. When a new lead is added in Credit Repair Cloud, a task will be created in MeisterTask, allowing you to quickly take action and manage your leads with ease. Simplify your lead management process and ensure you never miss an opportunity to assist potential clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a new task.
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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
