Create Timely Time Tracking clients from new Credit Repair Cloud leads
Effortlessly streamline your client onboarding process with this automation that connects Credit Repair Cloud and Timely Time Tracking. Whenever a new lead is added in Credit Repair Cloud, a client will be created in Timely Time Tracking, saving you time and ensuring accurate client information across both platforms. Boost your productivity and spend more time focusing on delivering exceptional service to your clients.
Effortlessly streamline your client onboarding process with this automation that connects Credit Repair Cloud and Timely Time Tracking. Whenever a new lead is added in Credit Repair Cloud, a client will be created in Timely Time Tracking, saving you time and ensuring accurate client information across both platforms. Boost your productivity and spend more time focusing on delivering exceptional service to your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Client
Creates a Client
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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