Credit Repair Cloud + Things
Create to-dos in Things for new Credit Repair Cloud leads
Stay on top of your Credit Repair Cloud leads by creating to-do tasks in the Things app for each new lead. This automation ensures that you never miss a follow-up, allowing you to efficiently manage leads and improve your credit repair business performance.
Stay on top of your Credit Repair Cloud leads by creating to-do tasks in the Things app for each new lead. This automation ensures that you never miss a follow-up, allowing you to efficiently manage leads and improve your credit repair business performance.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create To-Do
Adds a new to-do to your Things Inbox.
- 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
