Credit Repair Cloud + Microsoft SharePoint
Create and publish pages in Microsoft SharePoint for new leads in Credit Repair Cloud
Stay on top of new leads and streamline your communication process with this workflow. When a new lead is added in Credit Repair Cloud, a page will be published in Microsoft SharePoint, keeping your team informed and ready to respond. This seamless flow ensures quick and efficient lead management while improving overall team collaboration.
Stay on top of new leads and streamline your communication process with this workflow. When a new lead is added in Credit Repair Cloud, a page will be published in Microsoft SharePoint, keeping your team informed and ready to respond. This seamless flow ensures quick and efficient lead management while improving overall team collaboration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Publish Page
Changes the status of an existing Page to Published.
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- 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
