Credit Repair Cloud + Skipio
Add new Credit Repair Cloud leads to Skipio groups
Seamlessly manage new leads from Credit Repair Cloud by adding them to a specific group in Skipio. This workflow streamlines your lead management process, ensuring that vital customer information is organized and accessible in a timely manner. Enhance your efficiency and communication with this simple yet effective automation.
Seamlessly manage new leads from Credit Repair Cloud by adding them to a specific group in Skipio. This workflow streamlines your lead management process, ensuring that vital customer information is organized and accessible in a timely manner. Enhance your efficiency and communication with this simple yet effective automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Contact to Group
Adds contact to a contact group.
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- 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
