Create new SALESENGINE.SE consumer records for incoming Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating corresponding records in SALESENGINE.SE with this seamless workflow. Once set up, every time a new lead is added in Credit Repair Cloud, a consumer record will be created in SALESENGINE.SE, streamlining your lead management process and saving you time. Stay organized and focused on growing your credit repair business with this simple yet powerful automation.
Effortlessly manage your new leads from Credit Repair Cloud by creating corresponding records in SALESENGINE.SE with this seamless workflow. Once set up, every time a new lead is added in Credit Repair Cloud, a consumer record will be created in SALESENGINE.SE, streamlining your lead management process and saving you time. Stay organized and focused on growing your credit repair business with this simple yet powerful automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create SE Consumer Record (Deprecated)
This function creates a Consumer Record in SE.
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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