Create Realvolve contacts from new Credit Repair Cloud leads
Effortlessly manage new leads from Credit Repair Cloud by creating corresponding contacts in Realvolve. This workflow streamlines the process of transferring information, enhancing organization and simplifying lead management for your business. Stay up-to-date and organized as new leads are seamlessly added as contacts in Realvolve, ensuring effective contact management.
Effortlessly manage new leads from Credit Repair Cloud by creating corresponding contacts in Realvolve. This workflow streamlines the process of transferring information, enhancing organization and simplifying lead management for your business. Stay up-to-date and organized as new leads are seamlessly added as contacts in Realvolve, ensuring effective contact management.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates or updates a contact in your account.
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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