Create Moneybird contacts for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by adding them as contacts in Moneybird with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, this integration will create a corresponding contact in Moneybird, streamlining your client management process and saving valuable time for your business. Keep your focus on building strong relationships with clients while this automation takes care of the data entry for you.
Effortlessly manage your new leads from Credit Repair Cloud by adding them as contacts in Moneybird with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, this integration will create a corresponding contact in Moneybird, streamlining your client management process and saving valuable time for your business. Keep your focus on building strong relationships with clients while this automation takes care of the data entry for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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