Credit Repair Cloud + Process Plan
Initiate new processes in Process Plan for new leads in Credit Repair Cloud
Effortlessly streamline your lead management by connecting Credit Repair Cloud and Process Plan apps with this automation. Whenever a new lead is added in Credit Repair Cloud, a new process will be initiated in Process Plan, keeping your workflows organized and efficient. Save time, boost productivity, and ensure consistent handling of leads with this smooth integration.
Effortlessly streamline your lead management by connecting Credit Repair Cloud and Process Plan apps with this automation. Whenever a new lead is added in Credit Repair Cloud, a new process will be initiated in Process Plan, keeping your workflows organized and efficient. Save time, boost productivity, and ensure consistent handling of leads with this smooth integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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- 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
