Credit Repair Cloud + Salesforce Essentials
Create Salesforce Essentials records for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating a record in Salesforce Essentials with this seamless workflow. Once set up, every time a new lead is added in Credit Repair Cloud, a corresponding record will be generated in Salesforce Essentials, ensuring you have all the crucial information centralized in one place. Improve your lead management process and never miss out on potential business opportunities with this efficient automation.
Effortlessly manage your new leads from Credit Repair Cloud by creating a record in Salesforce Essentials with this seamless workflow. Once set up, every time a new lead is added in Credit Repair Cloud, a corresponding record will be generated in Salesforce Essentials, ensuring you have all the crucial information centralized in one place. Improve your lead management process and never miss out on potential business opportunities with this efficient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- 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
