Upload new Credit Repair Cloud leads to OneDrive as files
Effortlessly manage your new leads by uploading their files to OneDrive when they appear in Credit Repair Cloud. This streamlined workflow saves time and ensures that essential documents are stored securely in one place for quick access. Stay organized and never miss a crucial file with this seamless integration.
Effortlessly manage your new leads by uploading their files to OneDrive when they appear in Credit Repair Cloud. This streamlined workflow saves time and ensures that essential documents are stored securely in one place for quick access. Stay organized and never miss a crucial file with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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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