Credit Repair Cloud + Salesforce
Create Salesforce leads from new Credit Repair Cloud leads
Easily stay on top of your new leads from Credit Repair Cloud by connecting it with Salesforce. With this workflow, whenever a new lead is added in Credit Repair Cloud, a corresponding lead will be created in Salesforce, ensuring seamless lead management. Save time, reduce manual data entry, and increase accuracy by automating this process.
Easily stay on top of your new leads from Credit Repair Cloud by connecting it with Salesforce. With this workflow, whenever a new lead is added in Credit Repair Cloud, a corresponding lead will be created in Salesforce, ensuring seamless lead management. Save time, reduce manual data entry, and increase accuracy by automating this process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
- 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
