Create Nutshell companies from new Credit Repair Cloud leads
Effortlessly manage new leads from Credit Repair Cloud by creating a company in Nutshell with this seamless workflow. Once set up, each time a new lead is added in Credit Repair Cloud, a company will be instantly created in Nutshell, ensuring your sales and customer information stays organized and up-to-date. Save time and improve your lead management process with this streamlined automation.
Effortlessly manage new leads from Credit Repair Cloud by creating a company in Nutshell with this seamless workflow. Once set up, each time a new lead is added in Credit Repair Cloud, a company will be instantly created in Nutshell, ensuring your sales and customer information stays organized and up-to-date. Save time and improve your lead management process with this streamlined automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Company
Creates a new Company.
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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