Credit Repair Cloud + Proposify
Create proposals in Proposify for new leads in Credit Repair Cloud
Effortlessly turn new leads into polished proposals with this efficient workflow. When a new lead is added in Credit Repair Cloud, a corresponding proposal will be created in Proposify, saving you time and ensuring a seamless transition between platforms. Stay organized and impress potential clients with this streamlined document creation process.
Effortlessly turn new leads into polished proposals with this efficient workflow. When a new lead is added in Credit Repair Cloud, a corresponding proposal will be created in Proposify, saving you time and ensuring a seamless transition between platforms. Stay organized and impress potential clients with this streamlined document creation process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Proposal
Creates a new proposal.
- 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
