Update SugarCRM 7+ records with new leads from Credit Repair Cloud
Effortlessly manage your leads with this powerful workflow! When you receive a new lead in Credit Repair Cloud, it will update the corresponding record in SugarCRM 7+ ensuring that your CRM stays up-to-date. Streamline your marketing and sales efforts by keeping your contact information and interactions organized and easily accessible.
Effortlessly manage your leads with this powerful workflow! When you receive a new lead in Credit Repair Cloud, it will update the corresponding record in SugarCRM 7+ ensuring that your CRM stays up-to-date. Streamline your marketing and sales efforts by keeping your contact information and interactions organized and easily accessible.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Record
Updates an existing record in any 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