Credit Repair Cloud + QuickDesk
Create company leads in QuickDesk from new clients in Credit Repair Cloud
Easily streamline your client onboarding process with this efficient workflow between Credit Repair Cloud and QuickDesk. Whenever a new client is added to Credit Repair Cloud, a company lead is created in QuickDesk, ensuring that your team can promptly and effectively manage new leads. This automation helps save time, improve communication, and enhance your lead management process.
Easily streamline your client onboarding process with this efficient workflow between Credit Repair Cloud and QuickDesk. Whenever a new client is added to Credit Repair Cloud, a company lead is created in QuickDesk, ensuring that your team can promptly and effectively manage new leads. This automation helps save time, improve communication, and enhance your lead management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Company Lead
Creates a company lead.
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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
