Credit Repair Cloud + monday.com
Create monday.com subitems for new Credit Repair Cloud leads
Easily manage new leads from Credit Repair Cloud in your monday.com boards with this efficient workflow. Whenever a new lead is added in Credit Repair Cloud, a subitem will be created in monday.com to help you keep track of important details and streamline your lead management process. Stay organized and ensure that you never miss out on potential opportunities by swiftly connecting your credit repair leads with your project management tool.
Easily manage new leads from Credit Repair Cloud in your monday.com boards with this efficient workflow. Whenever a new lead is added in Credit Repair Cloud, a subitem will be created in monday.com to help you keep track of important details and streamline your lead management process. Stay organized and ensure that you never miss out on potential opportunities by swiftly connecting your credit repair leads with your project management tool.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Subitem
Create a new subitem in a item
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- 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
