Credit Repair Cloud + Sellsy
Create new Sellsy companies from Credit Repair Cloud leads
Easily manage your leads and streamline your sales process with this automation. Whenever a new lead is added in Credit Repair Cloud, this workflow creates a new company in Sellsy. Keep your client base updated and ensure a quicker conversion of leads to customers, all without any manual intervention.
Easily manage your leads and streamline your sales process with this automation. Whenever a new lead is added in Credit Repair Cloud, this workflow creates a new company in Sellsy. Keep your client base updated and ensure a quicker conversion of leads to customers, all without any manual intervention.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Company
Creates a new company (prospect or client).
- Free forever for core features
- 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
