Credit Repair Cloud + Nozbe
Create tasks in Nozbe for new leads in Credit Repair Cloud
Effortlessly manage your new leads from Credit Repair Cloud by creating tasks in Nozbe with this automation. When a new lead is added in Credit Repair Cloud, a corresponding task is created in Nozbe, helping you stay organized and on top of your credit repair business. Streamline your lead management process and eliminate manual data entry with this workflow.
Effortlessly manage your new leads from Credit Repair Cloud by creating tasks in Nozbe with this automation. When a new lead is added in Credit Repair Cloud, a corresponding task is created in Nozbe, helping you stay organized and on top of your credit repair business. Streamline your lead management process and eliminate manual data entry with this workflow.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a new Task
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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
