Credit Repair Cloud + Salesforce
Add new Credit Repair Cloud clients to Salesforce campaigns as leads
Effortlessly manage your leads and keep your sales pipeline updated with this powerful workflow. Whenever a new client is added to Credit Repair Cloud, this automation will instantly create and add them as a lead to a specified campaign within your Salesforce account. Save time, streamline your onboarding process, and ensure that no potential clients fall through the cracks.
Effortlessly manage your leads and keep your sales pipeline updated with this powerful workflow. Whenever a new client is added to Credit Repair Cloud, this automation will instantly create and add them as a lead to a specified campaign within your Salesforce account. Save time, streamline your onboarding process, and ensure that no potential clients fall through the cracks.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
- 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
