Credit Repair Cloud + Spotler CRM
Create new accounts in Spotler CRM for each new lead in Credit Repair Cloud
Effortlessly manage your leads from Credit Repair Cloud by automatically creating accounts in Spotler CRM with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, an account will be created in Spotler CRM, ensuring all your crucial lead data is efficiently organized and easily accessible. No more manual data entry or lost leads; simply streamline your processes with this time-saving automation.
Effortlessly manage your leads from Credit Repair Cloud by automatically creating accounts in Spotler CRM with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, an account will be created in Spotler CRM, ensuring all your crucial lead data is efficiently organized and easily accessible. No more manual data entry or lost leads; simply streamline your processes with this time-saving automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Account
Finds an account within your CRM.
- Free forever for core features
- 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
