Credit Repair Cloud + TIMIFY
Create new TIMIFY customers from Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating customers in TIMIFY with this seamless workflow. Once set up, whenever a new lead is added in Credit Repair Cloud, a customer record will be generated in TIMIFY, ensuring your booking management and client data stays perfectly organized without any manual work. Streamline your lead handling process and make the most of your business growth opportunities.
Effortlessly manage your new leads from Credit Repair Cloud by creating customers in TIMIFY with this seamless workflow. Once set up, whenever a new lead is added in Credit Repair Cloud, a customer record will be generated in TIMIFY, ensuring your booking management and client data stays perfectly organized without any manual work. Streamline your lead handling process and make the most of your business growth opportunities.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Customer
To Create a Customer in Timify
- 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
