Credit Repair Cloud + Schedule It
Create Schedule It resources for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud with this seamless workflow. When a new lead is added in Credit Repair Cloud, it will create a resource in Schedule It, allowing you to effectively track and plan your appointments. No more manual entry or forgetting about potential clients, let this automation keep everything organized and up-to-date for you.
Effortlessly manage your leads from Credit Repair Cloud with this seamless workflow. When a new lead is added in Credit Repair Cloud, it will create a resource in Schedule It, allowing you to effectively track and plan your appointments. No more manual entry or forgetting about potential clients, let this automation keep everything organized and up-to-date for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Resource
Creates a new resource in a group you specify.
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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
