Credit Repair Cloud + Setmore Appointments
Create Setmore Appointments contacts for new Credit Repair Cloud leads
Effortlessly manage your leads and appointments with this seamless workflow between Credit Repair Cloud and Setmore Appointments. When a new lead is added in Credit Repair Cloud, a contact will be instantly created in Setmore Appointments, ensuring your appointments information stays up-to-date and well-organized. This efficient automation saves time and keeps your team focused on providing excellent service to your clients.
Effortlessly manage your leads and appointments with this seamless workflow between Credit Repair Cloud and Setmore Appointments. When a new lead is added in Credit Repair Cloud, a contact will be instantly created in Setmore Appointments, ensuring your appointments information stays up-to-date and well-organized. This efficient automation saves time and keeps your team focused on providing excellent service to your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Create a new contact.
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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
