Create tasks in TimeCamp for new leads in Credit Repair Cloud
Efficiently manage your leads with this workflow that connects Credit Repair Cloud and TimeCamp. When a new lead is added in Credit Repair Cloud, a task will be created in TimeCamp, ensuring that you stay organized and on top of your daily responsibilities. This seamless connection between the two apps helps end repetitive manual tasks, giving you more time to focus on providing top-quality credit repair services.
Efficiently manage your leads with this workflow that connects Credit Repair Cloud and TimeCamp. When a new lead is added in Credit Repair Cloud, a task will be created in TimeCamp, ensuring that you stay organized and on top of your daily responsibilities. This seamless connection between the two apps helps end repetitive manual tasks, giving you more time to focus on providing top-quality credit repair services.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
Creates a new task.
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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