Add new Credit Repair Cloud leads as customers in Method CRM
Effortlessly manage your customer leads from Credit Repair Cloud with this seamless workflow. Once set up, every time a new lead is added in Credit Repair Cloud, this automation will create a customer or customer lead in Method CRM for QuickBooks. Stay on top of your client management process and enhance your business efficiency with this simple yet powerful integration.
Effortlessly manage your customer leads from Credit Repair Cloud with this seamless workflow. Once set up, every time a new lead is added in Credit Repair Cloud, this automation will create a customer or customer lead in Method CRM for QuickBooks. Stay on top of your client management process and enhance your business efficiency with this simple yet powerful integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
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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