Credit Repair Cloud + Sage Accounting
Create Sage Accounting customers from new Credit Repair Cloud leads
Streamline your lead management process with this efficient workflow between Credit Repair Cloud and Sage Accounting. When a new lead is added in Credit Repair Cloud, a customer will be created in Sage Accounting, simplifying your client onboarding process. Save time and reduce manual data entry by automating this essential step in your business.
Streamline your lead management process with this efficient workflow between Credit Repair Cloud and Sage Accounting. When a new lead is added in Credit Repair Cloud, a customer will be created in Sage Accounting, simplifying your client onboarding process. Save time and reduce manual data entry by automating this essential step in your business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Customer
Creates a new customer.
- 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
