Credit Repair Cloud + Sellsy
Create Sellsy opportunities for updated Credit Repair Cloud clients
Efficiently manage your client updates in Credit Repair Cloud and improve your sales process by seamlessly creating new opportunities in Sellsy. With this workflow, whenever a client's information is updated in Credit Repair Cloud, a corresponding opportunity will be created in Sellsy, ensuring that your sales team can prioritize their efforts and focus on what matters most - closing deals and driving revenue. Boost your team's productivity and never miss out on a potential sale with this time-saving automation.
Efficiently manage your client updates in Credit Repair Cloud and improve your sales process by seamlessly creating new opportunities in Sellsy. With this workflow, whenever a client's information is updated in Credit Repair Cloud, a corresponding opportunity will be created in Sellsy, ensuring that your sales team can prioritize their efforts and focus on what matters most - closing deals and driving revenue. Boost your team's productivity and never miss out on a potential sale with this time-saving automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Opportunity
Triggers when a new opportunity is created.
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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
