Create new SOS Inventory customers for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating customers in SOS Inventory with this workflow. Once set up, the process converts incoming leads from Credit Repair Cloud into customer entries within SOS Inventory, ensuring a seamless transition for managing your growing client base. Save time and stay organized by automating this crucial step in your sales process.
- When this happens...New LeadTriggered when you add a new lead.
- automatically do this!Create CustomerCreates a new customer
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More things you can do with Credit Repair Cloud and SOS Inventory
Discover other triggers and actions you can use with Credit Repair Cloud and SOS Inventory
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




