Create or update Scoro companies from new Credit Repair Cloud leads
Effortlessly manage your new leads while maintaining your database with this workflow. When a new lead is added in Credit Repair Cloud, it will create or update the company information in Scoro, ensuring your data stays up-to-date. Save time on manual data entry and focus on growing your credit repair business.
Effortlessly manage your new leads while maintaining your database with this workflow. When a new lead is added in Credit Repair Cloud, it will create or update the company information in Scoro, ensuring your data stays up-to-date. Save time on manual data entry and focus on growing your credit repair business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Company
Creates a new company or updates an existing one.
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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