Credit Repair Cloud + SuiteDash
Create new SuiteDash contacts from Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating contacts in SuiteDash with this efficient workflow. Once set up, every time a new lead is added to Credit Repair Cloud, a contact will be created in SuiteDash, ensuring seamless organization and time saved on manual data entry. Keep your customer information up-to-date and make lead management a breeze with this streamlined process.
Effortlessly manage your new leads from Credit Repair Cloud by creating contacts in SuiteDash with this efficient workflow. Once set up, every time a new lead is added to Credit Repair Cloud, a contact will be created in SuiteDash, ensuring seamless organization and time saved on manual data entry. Keep your customer information up-to-date and make lead management a breeze with this streamlined process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new Contact.
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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
