Create tasks in Toodledo for new leads in Credit Repair Cloud
Stay organized and on top of your leads with this workflow between Credit Repair Cloud and Toodledo. Whenever a new lead is added in Credit Repair Cloud, a corresponding task will be created in Toodledo, ensuring you never miss out on following up with potential clients. This seamless integration keeps your tasks updated, helping you manage your leads more effectively.
Stay organized and on top of your leads with this workflow between Credit Repair Cloud and Toodledo. Whenever a new lead is added in Credit Repair Cloud, a corresponding task will be created in Toodledo, ensuring you never miss out on following up with potential clients. This seamless integration keeps your tasks updated, helping you manage your leads more effectively.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Task
This action will create a task with no folder assigned.
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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