Credit Repair Cloud + Streak
Add new Credit Repair Cloud leads to Streak as contacts in a box
Effortlessly manage your leads and client relationships with this powerful workflow. When a new lead is added in Credit Repair Cloud, it automatically creates a contact in Streak, keeping your pipeline organized and up-to-date. Boost your productivity and keep track of your leads more efficiently with this seamless integration.
Effortlessly manage your leads and client relationships with this powerful workflow. When a new lead is added in Credit Repair Cloud, it automatically creates a contact in Streak, keeping your pipeline organized and up-to-date. Boost your productivity and keep track of your leads more efficiently with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Contact to Box
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
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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
