Credit Repair Cloud + Smartsheet
Create Smartsheet rows for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by sending their information directly to Smartsheet with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, their details will be automatically added as a new row in your chosen Smartsheet sheet. Keep your team updated and improve collaboration by ensuring that lead data is easily accessible and organized in one place.
Effortlessly manage your leads from Credit Repair Cloud by sending their information directly to Smartsheet with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, their details will be automatically added as a new row in your chosen Smartsheet sheet. Keep your team updated and improve collaboration by ensuring that lead data is easily accessible and organized in one place.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Row
Send a row via email.
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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
