Credit Repair Cloud + Pennylane
Create new Pennylane estimates for Credit Repair Cloud leads
Effortlessly manage your leads and estimates with this Credit Repair Cloud and Pennylane integration. When a new lead is created in Credit Repair Cloud, this workflow will create an estimate in Pennylane, streamlining your sales process and saving you time on data entry. Stay organized and improve your sales efficiency with this seamless connection between your apps.
Effortlessly manage your leads and estimates with this Credit Repair Cloud and Pennylane integration. When a new lead is created in Credit Repair Cloud, this workflow will create an estimate in Pennylane, streamlining your sales process and saving you time on data entry. Stay organized and improve your sales efficiency with this seamless connection between your apps.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Estimate
Creates a new estimate.
- 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
