Create new Nusii Proposals clients from Credit Repair Cloud leads
Save time and streamline your client onboarding process with this automation. When a new lead is added in Credit Repair Cloud, a client profile is instantly created in Nusii Proposals. This workflow simplifies the process of managing leads and helps you focus on growing your credit repair business.
Save time and streamline your client onboarding process with this automation. When a new lead is added in Credit Repair Cloud, a client profile is instantly created in Nusii Proposals. This workflow simplifies the process of managing leads and helps you focus on growing your credit repair business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 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