Create VideoAsk contacts from new Credit Repair Cloud leads
Effortlessly manage your leads and streamline your communication process with this automation. When a new lead is added in Credit Repair Cloud, a contact is instantly created in VideoAsk, allowing you to easily engage and interact with your prospects. This workflow helps save time and ensures all important details are recorded, making for a more efficient lead management system.
Effortlessly manage your leads and streamline your communication process with this automation. When a new lead is added in Credit Repair Cloud, a contact is instantly created in VideoAsk, allowing you to easily engage and interact with your prospects. This workflow helps save time and ensures all important details are recorded, making for a more efficient lead management system.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create a Contact in a Videoask (OLD)
Create a Contact in a videoask (linked to a specific videoask)
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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