Create customers in Printavo from new leads in Credit Repair Cloud
Streamline your lead management process with this seamless workflow between Credit Repair Cloud and Printavo. Whenever a new lead is added in Credit Repair Cloud, a customer profile will be created in Printavo, ensuring efficient information transfer and saving you time on manual data entry. Stay organized and focused on growing your business with this reliable automation.
Streamline your lead management process with this seamless workflow between Credit Repair Cloud and Printavo. Whenever a new lead is added in Credit Repair Cloud, a customer profile will be created in Printavo, ensuring efficient information transfer and saving you time on manual data entry. Stay organized and focused on growing your business with this reliable automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Customer
Creates a new customer.
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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