Credit Repair Cloud + Sign In Scheduling
Create new customers in Sign In Scheduling from new leads in Credit Repair Cloud
Effortlessly manage your leads and appointments with this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will create a new customer in Sign In Scheduling, ensuring that their information is easily accessible for scheduling appointments. Keep your booking process smooth and efficient, while maintaining an organized client database.
Effortlessly manage your leads and appointments with this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will create a new customer in Sign In Scheduling, ensuring that their information is easily accessible for scheduling appointments. Keep your booking process smooth and efficient, while maintaining an organized client database.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create New Customer
Creates a new Customer in 10to8.
- 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
