Credit Repair Cloud + SharpSpring
Create and update SharpSpring opportunities for new Credit Repair Cloud clients
Effortlessly manage your leads and sales with this powerful automation between Credit Repair Cloud and SharpSpring. When a new client is added in Credit Repair Cloud, this workflow will create or update an opportunity in SharpSpring, keeping your sales pipeline up-to-date and streamlined without any manual effort. Streamline your marketing efforts and close more deals by having an organized and accurate database of your potential clients.
Effortlessly manage your leads and sales with this powerful automation between Credit Repair Cloud and SharpSpring. When a new client is added in Credit Repair Cloud, this workflow will create or update an opportunity in SharpSpring, keeping your sales pipeline up-to-date and streamlined without any manual effort. Streamline your marketing efforts and close more deals by having an organized and accurate database of your potential clients.
- When this happens...New Client
Triggered when you add a new client.
- 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".
- Free forever for core features
- 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
