Credit Repair Cloud + roam-bot
Create blocks in roam-bot for new leads in Credit Repair Cloud
Easily organize and manage your Credit Repair Cloud leads with this automated workflow. When a new lead is added to Credit Repair Cloud, a block is created in the Today Page of your roam-bot app, keeping all the essential information in one convenient location. Stay on top of your leads and streamline your lead management process with this efficient and time-saving solution.
Easily organize and manage your Credit Repair Cloud leads with this automated workflow. When a new lead is added to Credit Repair Cloud, a block is created in the Today Page of your roam-bot app, keeping all the essential information in one convenient location. Stay on top of your leads and streamline your lead management process with this efficient and time-saving solution.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create a Block in Today Page
Create a new block in Today page
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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
