Credit Repair Cloud + monday.com
Create new monday.com boards for incoming Credit Repair Cloud leads
Streamline your lead management process by creating boards in monday.com for each new lead in Credit Repair Cloud. With this workflow, whenever you receive a new lead in Credit Repair Cloud, a corresponding board is set up in monday.com, allowing you to track and organize leads efficiently. Enhance your lead management process with this seamless integration.
Streamline your lead management process by creating boards in monday.com for each new lead in Credit Repair Cloud. With this workflow, whenever you receive a new lead in Credit Repair Cloud, a corresponding board is set up in monday.com, allowing you to track and organize leads efficiently. Enhance your lead management process with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Board
Creates a new 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
