Credit Repair Cloud + Pipeline CRM
Create deals in Pipeline CRM for new leads in Credit Repair Cloud
Efficiently manage your lead-to-deal process with this automated workflow between Credit Repair Cloud and Pipeline CRM. When a new lead is added in Credit Repair Cloud, a corresponding deal will be created in Pipeline CRM, keeping your sales team updated and organized. Stay on top of your potential business opportunities while ensuring a smooth transition between lead generation and deal management.
Efficiently manage your lead-to-deal process with this automated workflow between Credit Repair Cloud and Pipeline CRM. When a new lead is added in Credit Repair Cloud, a corresponding deal will be created in Pipeline CRM, keeping your sales team updated and organized. Stay on top of your potential business opportunities while ensuring a smooth transition between lead generation and deal management.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Deal
Creates a new deal in your PipelineDeals account.
- 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
