Credit Repair Cloud + Simpro
Create new Simpro contacts from Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by instantly creating contacts in Simpro with this seamless workflow. As soon as a new lead is generated in Credit Repair Cloud, a contact will be created in Simpro, ensuring that your CRM stays up-to-date and allowing you to efficiently track and manage potential clients. Enhance your lead management process and let this automation keep your contacts organized and easily accessible.
Effortlessly manage your new leads from Credit Repair Cloud by instantly creating contacts in Simpro with this seamless workflow. As soon as a new lead is generated in Credit Repair Cloud, a contact will be created in Simpro, ensuring that your CRM stays up-to-date and allowing you to efficiently track and manage potential clients. Enhance your lead management process and let this automation keep your contacts organized and easily accessible.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new contact.
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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
