Credit Repair Cloud + Route the Service Platform
Create clients in Route the Service Platform from new leads in Credit Repair Cloud
Effortlessly manage new leads from Credit Repair Cloud by creating clients in Route the Service Platform with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, this automation will create a client in Route the Service Platform, ensuring you can easily keep track of your clientele and route their services efficiently. Save time and streamline your client management process with this powerful integration.
Effortlessly manage new leads from Credit Repair Cloud by creating clients in Route the Service Platform with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, this automation will create a client in Route the Service Platform, ensuring you can easily keep track of your clientele and route their services efficiently. Save time and streamline your client management process with this powerful integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Client
Creates a client.
- 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
