Credit Repair Cloud + SalesScreen
Create SalesScreen activities for new Credit Repair Cloud leads
Stay on top of new leads and streamline your team's workflow with this automation. Whenever a new lead is added in Credit Repair Cloud, an activity will be created in SalesScreen to help your sales team take immediate action. Keep track of potential clients and improve your team's efficiency with this seamless integration.
Stay on top of new leads and streamline your team's workflow with this automation. Whenever a new lead is added in Credit Repair Cloud, an activity will be created in SalesScreen to help your sales team take immediate action. Keep track of potential clients and improve your team's efficiency with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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- 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
