Credit Repair Cloud + Saleshandy
Create Saleshandy prospects from new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by creating prospects in Saleshandy with this workflow. When a new lead is added in Credit Repair Cloud, a prospect will be created in Saleshandy, streamlining your sales process and ensuring that no lead goes unnoticed. Save time and improve efficiency with this seamless automation.
Effortlessly manage your leads from Credit Repair Cloud by creating prospects in Saleshandy with this workflow. When a new lead is added in Credit Repair Cloud, a prospect will be created in Saleshandy, streamlining your sales process and ensuring that no lead goes unnoticed. Save time and improve efficiency with this seamless automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
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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
