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.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create LeadCreate a new Lead.
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More things you can do with Credit Repair Cloud and Real Geeks
Discover other triggers and actions you can use with Credit Repair Cloud and Real Geeks
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




