Create Simplero purchases from new Credit Repair Cloud leads
Effortlessly streamline your credit repair business with this workflow that connects Credit Repair Cloud and Simplero. When a new lead is added in Credit Repair Cloud, a purchase will be automatically added in Simplero, saving you time and ensuring all your client information is up-to-date across both platforms. Stay organized and boost efficiency with this seamless integration.
Effortlessly streamline your credit repair business with this workflow that connects Credit Repair Cloud and Simplero. When a new lead is added in Credit Repair Cloud, a purchase will be automatically added in Simplero, saving you time and ensuring all your client information is up-to-date across both platforms. Stay organized and boost efficiency with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Purchase
Will be fired whenever a new purchase is made in Simplero.
- 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