Credit Repair Cloud + Upscale
Create new Upscale prospects from new Credit Repair Cloud leads
Effortlessly manage and nurture your new leads with this seamless workflow between Credit Repair Cloud and Upscale. When you receive a new lead in Credit Repair Cloud, the information will be instantly transferred to Upscale, where a prospect will be saved. Stay organized and save time by streamlining your lead management process with this powerful integration.
Effortlessly manage and nurture your new leads with this seamless workflow between Credit Repair Cloud and Upscale. When you receive a new lead in Credit Repair Cloud, the information will be instantly transferred to Upscale, where a prospect will be saved. Stay organized and save time by streamlining your lead management process with this powerful integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
- 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
