Credit Repair Cloud + Podia
Enroll new Credit Repair Cloud leads as customers in Podia
Effortlessly streamline your customer onboarding process with this workflow. When a new lead is added in Credit Repair Cloud, they'll be enrolled as a customer in Podia, saving you time and ensuring a seamless experience for your clients. Say goodbye to manual data entry and focus on growing your credit repair business with this powerful automation.
Effortlessly streamline your customer onboarding process with this workflow. When a new lead is added in Credit Repair Cloud, they'll be enrolled as a customer in Podia, saving you time and ensuring a seamless experience for your clients. Say goodbye to manual data entry and focus on growing your credit repair business with this powerful automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Sign Someone Up for a Product
Adds someone to your audience and sign them up to a specific product (Only available on Podia Shaker plan).
- 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
