Update PersistIQ prospects when new clients are added in Credit Repair Cloud
Efficiently manage your sales pipeline and improve your conversion rates with this seamless automation between Credit Repair Cloud and PersistIQ. When a new client is added in Credit Repair Cloud, this workflow will update the prospect status in PersistIQ, helping you keep track of your leads and focus on closing more deals. Enjoy a streamlined process and stay organized in your CRM with this simple yet powerful integration.
Efficiently manage your sales pipeline and improve your conversion rates with this seamless automation between Credit Repair Cloud and PersistIQ. When a new client is added in Credit Repair Cloud, this workflow will update the prospect status in PersistIQ, helping you keep track of your leads and focus on closing more deals. Enjoy a streamlined process and stay organized in your CRM with this simple yet powerful integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Prospect Status
Updates prospect status.
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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