Credit Repair Cloud + Onfleet
Create Onfleet tasks for new Credit Repair Cloud leads
Efficiently manage your Credit Repair Cloud leads by creating tasks in Onfleet for each new lead. This workflow is designed to help streamline your process, allowing your team to quickly respond to and handle incoming leads. Stay organized and ensure smooth lead progression by automating task creation in Onfleet directly from Credit Repair Cloud.
Efficiently manage your Credit Repair Cloud leads by creating tasks in Onfleet for each new lead. This workflow is designed to help streamline your process, allowing your team to quickly respond to and handle incoming leads. Stay organized and ensure smooth lead progression by automating task creation in Onfleet directly from Credit Repair Cloud.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a pickup or dropoff task.
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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
