Credit Repair Cloud + Outseta
Create Outseta accounts for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by adding them as accounts in Outseta with this seamless workflow. Upon receiving a new lead in Credit Repair Cloud, their information will be instantly sent to Outseta, creating a new account for them. This integration saves you the time and hassle of manually transferring lead data between platforms and helps you stay organized as you continue to grow your business.
Effortlessly manage your new leads from Credit Repair Cloud by adding them as accounts in Outseta with this seamless workflow. Upon receiving a new lead in Credit Repair Cloud, their information will be instantly sent to Outseta, creating a new account for them. This integration saves you the time and hassle of manually transferring lead data between platforms and helps you stay organized as you continue to grow your business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Account
Allows you to create an account with an existing or new user. You can also specify a subscription.
- 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
