Credit Repair Cloud + QuickDesk
Create QuickDesk person leads from new Credit Repair Cloud clients
Effortlessly manage your new clients from Credit Repair Cloud by creating a person lead in QuickDesk app with this seamless workflow. As soon as a new client is added in Credit Repair Cloud, a person lead will be created in QuickDesk, ensuring your leads are always up-to-date and organized for efficient follow-up. Save time and simplify your client management process with this streamlined automation.
Effortlessly manage your new clients from Credit Repair Cloud by creating a person lead in QuickDesk app with this seamless workflow. As soon as a new client is added in Credit Repair Cloud, a person lead will be created in QuickDesk, ensuring your leads are always up-to-date and organized for efficient follow-up. Save time and simplify your client management process with this streamlined automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Person Lead
Creates a person 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
