Create new Moskit deals for incoming Credit Repair Cloud leads
Effortlessly manage your leads and deals in one seamless workflow with this integration between Credit Repair Cloud and Moskit. When a new lead is added in Credit Repair Cloud, a deal will be created in Moskit, helping you keep track of potential clients and stay on top of your sales process. Streamline your lead management and close deals more efficiently with this time-saving automation.
Effortlessly manage your leads and deals in one seamless workflow with this integration between Credit Repair Cloud and Moskit. When a new lead is added in Credit Repair Cloud, a deal will be created in Moskit, helping you keep track of potential clients and stay on top of your sales process. Streamline your lead management and close deals more efficiently with this time-saving automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Deal
Create a new Deal.
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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