Credit Repair Cloud + Orbit
Create activities in Orbit for new leads in Credit Repair Cloud
Stay on top of new leads with this seamless workflow between Credit Repair Cloud and Orbit. When a new lead is created in Credit Repair Cloud, an activity will be instantly added in Orbit, ensuring efficient tracking and engagement with potential clients. Enhance your lead management process and never miss a beat with this easy-to-use automation.
Stay on top of new leads with this seamless workflow between Credit Repair Cloud and Orbit. When a new lead is created in Credit Repair Cloud, an activity will be instantly added in Orbit, ensuring efficient tracking and engagement with potential clients. Enhance your lead management process and never miss a beat with this easy-to-use automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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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
