Credit Repair Cloud + Redbooth
Create Redbooth tasks for new Credit Repair Cloud leads
Easily manage your leads from Credit Repair Cloud by creating tasks in Redbooth with this seamless workflow. When a new lead is added to Credit Repair Cloud, a task will be instantly created in Redbooth, ensuring that you can promptly address potential clients' needs and track your progress. Stay organized and efficient by streamlining your lead management process with this automation.
Easily manage your leads from Credit Repair Cloud by creating tasks in Redbooth with this seamless workflow. When a new lead is added to Credit Repair Cloud, a task will be instantly created in Redbooth, ensuring that you can promptly address potential clients' needs and track your progress. Stay organized and efficient by streamlining your lead management process with this automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Triggers when a new task is created.
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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
