Credit Repair Cloud + SugarCRM
Create SugarCRM 7+ records for new Credit Repair Cloud leads
Effortlessly manage and track new leads from Credit Repair Cloud by setting up this automation. Once activated, this workflow creates a record in SugarCRM 7+ whenever a new lead is added in Credit Repair Cloud, ensuring all your lead information is organized and up-to-date in your CRM. Focus on closing deals while this automation takes care of the tedious data entry for you.
Effortlessly manage and track new leads from Credit Repair Cloud by setting up this automation. Once activated, this workflow creates a record in SugarCRM 7+ whenever a new lead is added in Credit Repair Cloud, ensuring all your lead information is organized and up-to-date in your CRM. Focus on closing deals while this automation takes care of the tedious data entry for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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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
