Create Skipio events for new Credit Repair Cloud leads
Stay on top of your new leads by instantly creating events in Skipio. With this workflow, whenever you add a new lead in Credit Repair Cloud, an event will be generated in Skipio to help you manage and engage with your leads more efficiently. Enhance your lead nurturing process and never miss a potential customer again.
Stay on top of your new leads by instantly creating events in Skipio. With this workflow, whenever you add a new lead in Credit Repair Cloud, an event will be generated in Skipio to help you manage and engage with your leads more efficiently. Enhance your lead nurturing process and never miss a potential customer again.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Event
Creates an event.
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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