Credit Repair Cloud + Streak
Create Streak boxes for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud within Streak using this workflow. When a new lead is added in Credit Repair Cloud, the automation will create a linked box in Streak, making it easy to track and organize your prospects. Stay on top of your sales pipeline, and save time by eliminating manual data entry.
Effortlessly manage your leads from Credit Repair Cloud within Streak using this workflow. When a new lead is added in Credit Repair Cloud, the automation will create a linked box in Streak, making it easy to track and organize your prospects. Stay on top of your sales pipeline, and save time by eliminating manual data entry.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Link Boxes
Link multiple boxes together.
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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
