Streamline new leads in Credit Repair Cloud by creating or updating contacts and granting course access in systeme.io
Effortlessly manage new leads from Credit Repair Cloud by integrating with systeme.io. With this automation workflow, each time a new lead appears in Credit Repair Cloud, a contact will be created or updated in systeme.io, and granted access to a specific course. This streamlined process not only saves time but also offers a smooth onboarding experience for your prospects.
Effortlessly manage new leads from Credit Repair Cloud by integrating with systeme.io. With this automation workflow, each time a new lead appears in Credit Repair Cloud, a contact will be created or updated in systeme.io, and granted access to a specific course. This streamlined process not only saves time but also offers a smooth onboarding experience for your prospects.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update a Contact and Grant Access to Course
Creates or updates a contact and grant access to course
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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