Create new Softr users from Credit Repair Cloud leads
Easily manage new leads in your credit repair business with this seamless workflow. When a new lead is added in Credit Repair Cloud, a user will be created in the Softr app, ensuring that your team can quickly and efficiently start working on their case. Stay organized and boost your client management process through this simple automation.
Easily manage new leads in your credit repair business with this seamless workflow. When a new lead is added in Credit Repair Cloud, a user will be created in the Softr app, ensuring that your team can quickly and efficiently start working on their case. Stay organized and boost your client management process through this simple automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create User
Creates a user inside the specified Softr app in your account.
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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