Credit Repair Cloud + Vtiger CRM
Create cases in Vtiger CRM for new leads in Credit Repair Cloud
Effortlessly streamline your lead management process with this intuitive automation between Credit Repair Cloud and Vtiger CRM. When you receive a new lead in Credit Repair Cloud, a case will be created in Vtiger CRM, ensuring all essential information is organized and easily accessible. Save time and focus on nurturing leads, while this workflow takes care of the administrative tasks for you.
Effortlessly streamline your lead management process with this intuitive automation between Credit Repair Cloud and Vtiger CRM. When you receive a new lead in Credit Repair Cloud, a case will be created in Vtiger CRM, ensuring all essential information is organized and easily accessible. Save time and focus on nurturing leads, while this workflow takes care of the administrative tasks for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Case
Creates a new Case.
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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
