Add new Credit Repair Cloud clients to Pixifi as leads
Increase efficiency and streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Pixifi. When a new client is added in Credit Repair Cloud, a lead is instantly created in your Pixifi account, eliminating the need for manual data entry and ensuring you never miss an opportunity to connect with a potential customer. Save time and focus on growing your business with this seamless automation.
Increase efficiency and streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Pixifi. When a new client is added in Credit Repair Cloud, a lead is instantly created in your Pixifi account, eliminating the need for manual data entry and ensuring you never miss an opportunity to connect with a potential customer. Save time and focus on growing your business with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Lead
This will create a new Lead in Pixifi.
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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