Credit Repair Cloud + Microsoft Teams
Create Microsoft Teams channels for new leads in Credit Repair Cloud
Stay on top of your potential clients by setting up this workflow between Credit Repair Cloud and Microsoft Teams. When a new lead is added in Credit Repair Cloud, a channel will be created in Microsoft Teams to help your team collaborate and efficiently manage the lead's information. Streamline your lead management process and boost your team's communication with this seamless automation.
Stay on top of your potential clients by setting up this workflow between Credit Repair Cloud and Microsoft Teams. When a new lead is added in Credit Repair Cloud, a channel will be created in Microsoft Teams to help your team collaborate and efficiently manage the lead's information. Streamline your lead management process and boost your team's communication with this seamless automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Channel
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
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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
