Credit Repair Cloud + SharpSpring
Create/update SharpSpring opportunities when new Credit Repair Cloud leads come in
Effortlessly manage and track leads from Credit Repair Cloud by integrating it with SharpSpring. With this workflow, every time a new lead is generated in Credit Repair Cloud, an opportunity will be created or updated in SharpSpring. This seamless connection saves you time, ensures accurate data entry, and streamlines your lead nurturing process.
Effortlessly manage and track leads from Credit Repair Cloud by integrating it with SharpSpring. With this workflow, every time a new lead is generated in Credit Repair Cloud, an opportunity will be created or updated in SharpSpring. This seamless connection saves you time, ensures accurate data entry, and streamlines your lead nurturing process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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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
