Create new RingByName contacts from Credit Repair Cloud leads
Effortlessly keep your sales process organized with this seamless workflow between Credit Repair Cloud and RingByName. When a new lead is added in Credit Repair Cloud, this automation will create a contact in the RingByName app, ensuring that your sales team has all the essential information readily available. Save time and stay efficient by having your leads instantly transferred from one platform to another.
Effortlessly keep your sales process organized with this seamless workflow between Credit Repair Cloud and RingByName. When a new lead is added in Credit Repair Cloud, this automation will create a contact in the RingByName app, ensuring that your sales team has all the essential information readily available. Save time and stay efficient by having your leads instantly transferred from one platform to another.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a contact.
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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