Credit Repair Cloud + Real Geeks
Add new Credit Repair Cloud clients to Real Geeks as leads
Effortlessly keep your sales pipeline updated with this automation that connects Credit Repair Cloud and Real Geeks. When a new client is added in Credit Repair Cloud, a lead will be created in Real Geeks, helping you ensure that every prospect is properly managed and followed up with. Stay organized and save time by streamlining your workflow between the two apps.
Effortlessly keep your sales pipeline updated with this automation that connects Credit Repair Cloud and Real Geeks. When a new client is added in Credit Repair Cloud, a lead will be created in Real Geeks, helping you ensure that every prospect is properly managed and followed up with. Stay organized and save time by streamlining your workflow between the two apps.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Lead
Create a new Lead.
- 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
