Credit Repair Cloud + Referral Rock
Update Referral Rock referrals when new leads are added in Credit Repair Cloud
Effortlessly keep track of your referral process with this automation. When a new lead is added in Credit Repair Cloud, this workflow will update the referral in Referral Rock, ensuring a seamless connection between your lead generation and referral management. Save time and maintain accuracy as your referral network grows.
Effortlessly keep track of your referral process with this automation. When a new lead is added in Credit Repair Cloud, this workflow will update the referral in Referral Rock, ensuring a seamless connection between your lead generation and referral management. Save time and maintain accuracy as your referral network grows.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Referral
Update a referral.
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- 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
