Credit Repair Cloud + Smartsheet
Efficiently update Smartsheet rows with new Credit Repair Cloud leads
Effortlessly keep your sales pipeline organized by connecting Credit Repair Cloud and Smartsheet with this workflow. Whenever a new lead is added in Credit Repair Cloud, a new row will be updated in Smartsheet, ensuring your team has the latest information at hand without any manual data entry. Improve collaboration and stay on top of your leads with this seamless integration.
Effortlessly keep your sales pipeline organized by connecting Credit Repair Cloud and Smartsheet with this workflow. Whenever a new lead is added in Credit Repair Cloud, a new row will be updated in Smartsheet, ensuring your team has the latest information at hand without any manual data entry. Improve collaboration and stay on top of your leads with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!New Row Update
Update an existing row with new values. Requires a row ID.
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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
