Create Pipefy cards for new Credit Repair Cloud leads
Organize and manage new leads more efficiently with this workflow. When a new lead is added in Credit Repair Cloud, a corresponding card will be created in Pipefy. With this seamless process, you can stay on top of your credit repair business and ensure that every lead receives the attention it deserves.
Organize and manage new leads more efficiently with this workflow. When a new lead is added in Credit Repair Cloud, a corresponding card will be created in Pipefy. With this seamless process, you can stay on top of your credit repair business and ensure that every lead receives the attention it deserves.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Card
Creates a new card.
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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