Credit Repair Cloud + monday.com
Organize new Credit Repair Cloud leads by archiving groups in monday.com
Effortlessly manage your sales leads from Credit Repair Cloud by archiving them in monday.com. This workflow activates when a new lead is created in Credit Repair Cloud, and instantly archives it in a monday.com group, helping you keep track of potential clients while maintaining an organized workspace. Say goodbye to manual entry and save time with this seamless automation.
Effortlessly manage your sales leads from Credit Repair Cloud by archiving them in monday.com. This workflow activates when a new lead is created in Credit Repair Cloud, and instantly archives it in a monday.com group, helping you keep track of potential clients while maintaining an organized workspace. Say goodbye to manual entry and save time with this seamless automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Archive Group
Archives a specific group in a board
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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
