Create new membermate users from new Credit Repair Cloud leads
Effortlessly manage new leads in Credit Repair Cloud by adding them as users in MemberMate with this seamless workflow. When a new lead is created in Credit Repair Cloud, this automation will instantly create a new user in MemberMate, and optionally grant them access to a specified product. Save time and streamline lead management in your credit repair business while enhancing customer experience in MemberMate.
Effortlessly manage new leads in Credit Repair Cloud by adding them as users in MemberMate with this seamless workflow. When a new lead is created in Credit Repair Cloud, this automation will instantly create a new user in MemberMate, and optionally grant them access to a specified product. Save time and streamline lead management in your credit repair business while enhancing customer experience in MemberMate.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create New User (And Optionally Grant Access to a Product)
Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
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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