Credit Repair Cloud + Microsoft Outlook
Create Microsoft Outlook events for new Credit Repair Cloud leads
Stay on top of new leads with this seamless automation between Credit Repair Cloud and Microsoft Outlook. Whenever a new lead is added in Credit Repair Cloud, an event will be created in your Microsoft Outlook calendar, helping you keep track of important follow-ups and maintain a clear schedule. Save time and stay organized with this efficient workflow.
Stay on top of new leads with this seamless automation between Credit Repair Cloud and Microsoft Outlook. Whenever a new lead is added in Credit Repair Cloud, an event will be created in your Microsoft Outlook calendar, helping you keep track of important follow-ups and maintain a clear schedule. Save time and stay organized with this efficient workflow.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
