Credit Repair Cloud + Referral Rock
Create referrals in Referral Rock for new leads in Credit Repair Cloud
Effortlessly grow your referral program and streamline your lead management with this workflow. When a new lead is added in Credit Repair Cloud, it triggers the addition of a referral in Referral Rock. This integration makes managing leads and referrals more efficient, allowing you to focus on building strong relationships with your clients.
Effortlessly grow your referral program and streamline your lead management with this workflow. When a new lead is added in Credit Repair Cloud, it triggers the addition of a referral in Referral Rock. This integration makes managing leads and referrals more efficient, allowing you to focus on building strong relationships with your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Referral
Adds a new referral from a member.
- 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
