Credit Repair Cloud + Sellsy
Create or update Sellsy companies from new Credit Repair Cloud leads
Effortlessly manage your leads and keep your client database up to date with this convenient automation. When you receive a new lead in Credit Repair Cloud, this workflow will create or update a company in Sellsy, ensuring your client information is always accurate and organized. Save time and stay on top of your growing clientele with this seamless process.
Effortlessly manage your leads and keep your client database up to date with this convenient automation. When you receive a new lead in Credit Repair Cloud, this workflow will create or update a company in Sellsy, ensuring your client information is always accurate and organized. Save time and stay on top of your growing clientele with this seamless process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create/Update Company
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
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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
