Credit Repair Cloud + Salesforce
Create Salesforce records for new Credit Repair Cloud leads
Effortlessly manage and track new leads from Credit Repair Cloud by setting up this seamless workflow to create records in Salesforce. With this automation in place, every time a new lead appears in Credit Repair Cloud, a corresponding record will be generated in Salesforce. This not only helps in organizing your leads more efficiently but also ensures you never miss an opportunity to connect with a potential client.
Effortlessly manage and track new leads from Credit Repair Cloud by setting up this seamless workflow to create records in Salesforce. With this automation in place, every time a new lead appears in Credit Repair Cloud, a corresponding record will be generated in Salesforce. This not only helps in organizing your leads more efficiently but also ensures you never miss an opportunity to connect with a potential client.
- 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, Lead, Opportunity, etc.).
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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
