Credit Repair Cloud + Sales Cookie
Create Sales Cookie transactions for new Credit Repair Cloud leads
Efficiently manage your sales transactions with this seamless workflow between Credit Repair Cloud and Sales Cookie. When a new lead emerges in Credit Repair Cloud, a transaction will be created or updated in Sales Cookie, ensuring that your sales data remains up-to-date and organized. Stay ahead of the game with this easy-to-use automation that streamlines your sales tracking process.
Efficiently manage your sales transactions with this seamless workflow between Credit Repair Cloud and Sales Cookie. When a new lead emerges in Credit Repair Cloud, a transaction will be created or updated in Sales Cookie, ensuring that your sales data remains up-to-date and organized. Stay ahead of the game with this easy-to-use automation that streamlines your sales tracking process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create/Update Transaction
Creates or updates a sales transaction.
- 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
