Credit Repair Cloud + Teamwork Desk
Create new Teamwork Desk customers from Credit Repair Cloud leads
Easily manage your new leads from Credit Repair Cloud by creating a seamless workflow that adds them as customers in your Teamwork Desk app. With this automation, every time a new lead is added in Credit Repair Cloud, a customer profile will be created in Teamwork Desk, allowing your team to stay organized and prioritize support for potential clients. Improve your client onboarding process and streamline lead management with this efficient and time-saving solution.
Easily manage your new leads from Credit Repair Cloud by creating a seamless workflow that adds them as customers in your Teamwork Desk app. With this automation, every time a new lead is added in Credit Repair Cloud, a customer profile will be created in Teamwork Desk, allowing your team to stay organized and prioritize support for potential clients. Improve your client onboarding process and streamline lead management with this efficient and time-saving solution.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
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
