Create new Salesflare contacts from Credit Repair Cloud leads
Effortlessly manage your leads and contacts with this workflow that connects Credit Repair Cloud and Salesflare. When a new lead is generated in Credit Repair Cloud, this automation creates a contact in Salesflare, ensuring your team stays up-to-date and organized. Build stronger relationships with your potential clients and stay ahead of your sales game with this seamless integration.
Effortlessly manage your leads and contacts with this workflow that connects Credit Repair Cloud and Salesflare. When a new lead is generated in Credit Repair Cloud, this automation creates a contact in Salesflare, ensuring your team stays up-to-date and organized. Build stronger relationships with your potential clients and stay ahead of your sales game with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new contact.
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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