Credit Repair Cloud + Omnicasa
Create new Omnicasa contacts from Credit Repair Cloud leads
Streamline your lead management process and keep your contacts organized with this seamless workflow: When a new lead is added in Credit Repair Cloud, a contact is instantly created in Omnicasa. This ensures your contacts stay up-to-date, allowing for a more efficient lead management experience.
Streamline your lead management process and keep your contacts organized with this seamless workflow: When a new lead is added in Credit Repair Cloud, a contact is instantly created in Omnicasa. This ensures your contacts stay up-to-date, allowing for a more efficient lead management experience.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Create a contact.
- 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
