Credit Repair Cloud + Nutshell
Create new Nutshell leads from Credit Repair Cloud clients
Effortlessly manage your new clients in Credit Repair Cloud and Nutshell with this seamless automation. Once a new client is added in Credit Repair Cloud, a lead will be created in Nutshell, ensuring your contact data is consistently up-to-date and allowing for efficient lead tracking. Focus on building relationships with your clients and let this workflow streamline your process.
Effortlessly manage your new clients in Credit Repair Cloud and Nutshell with this seamless automation. Once a new client is added in Credit Repair Cloud, a lead will be created in Nutshell, ensuring your contact data is consistently up-to-date and allowing for efficient lead tracking. Focus on building relationships with your clients and let this workflow streamline your process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Lead
Creates a new Lead.
- 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
