Credit Repair Cloud + Microsoft To Do
Create and complete tasks in Microsoft To Do for new leads in Credit Repair Cloud
Easily stay on top of your credit repair leads with this efficient workflow. When you receive a new lead in Credit Repair Cloud, a task will be created in Microsoft To Do, ensuring you never miss an opportunity to follow up. Streamline your lead management process, save time, and improve your productivity with this seamless integration.
Easily stay on top of your credit repair leads with this efficient workflow. When you receive a new lead in Credit Repair Cloud, a task will be created in Microsoft To Do, ensuring you never miss an opportunity to follow up. Streamline your lead management process, save time, and improve your productivity with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Complete Task
Marks a task as complete.
- Free forever for core features
- 14 day trial for premium features & apps
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
