Credit Repair Cloud + QuickDesk
Update client in Credit Repair Cloud and create company leads in QuickDesk
Effortlessly manage your leads by connecting Credit Repair Cloud and QuickDesk with this automation. When a client is updated in Credit Repair Cloud, a company lead will be updated in QuickDesk, ensuring you have the latest information on your leads in one place. Stay organized and enhance your efficiency by streamlining your process with this seamless solution.
Effortlessly manage your leads by connecting Credit Repair Cloud and QuickDesk with this automation. When a client is updated in Credit Repair Cloud, a company lead will be updated in QuickDesk, ensuring you have the latest information on your leads in one place. Stay organized and enhance your efficiency by streamlining your process with this seamless solution.
- When this happens...Update Client
Triggered when you update a 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
