Create new SharpSpring accounts for Credit Repair Cloud leads
Effortlessly manage your leads with this seamless workflow between Credit Repair Cloud and SharpSpring. Whenever you receive a new lead in Credit Repair Cloud, an account will be created in SharpSpring to streamline your lead nurturing process. Stay organized and save time by connecting these two platforms, enhancing your marketing and sales efforts.
Effortlessly manage your leads with this seamless workflow between Credit Repair Cloud and SharpSpring. Whenever you receive a new lead in Credit Repair Cloud, an account will be created in SharpSpring to streamline your lead nurturing process. Stay organized and save time by connecting these two platforms, enhancing your marketing and sales efforts.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Account
Create an Account in SharpSpring.
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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