Credit Repair Cloud + Pipeline CRM
Update Pipeline CRM companies when new leads are added in Credit Repair Cloud
Effortlessly manage new leads from Credit Repair Cloud by updating your Pipeline CRM Company information with this seamless workflow. Once set up, whenever a new lead is created in Credit Repair Cloud, their information will be used to update the corresponding Company record in Pipeline CRM. This means you can easily keep track of your leads and ensure that your CRM stays up to date without any manual work.
Effortlessly manage new leads from Credit Repair Cloud by updating your Pipeline CRM Company information with this seamless workflow. Once set up, whenever a new lead is created in Credit Repair Cloud, their information will be used to update the corresponding Company record in Pipeline CRM. This means you can easily keep track of your leads and ensure that your CRM stays up to date without any manual work.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Company
Updates an existing company in your PipelineDeals account.
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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
