Credit Repair Cloud + Wealthbox CRM
Create Wealthbox CRM notes for new Credit Repair Cloud leads
Easily manage your new leads and keep track of essential information with this automation. When a new lead is added in Credit Repair Cloud, this workflow will add a note in Wealthbox CRM, ensuring you have all the details organized in one place. Stay on top of your sales opportunities and streamline your lead management process without missing a beat.
Easily manage your new leads and keep track of essential information with this automation. When a new lead is added in Credit Repair Cloud, this workflow will add a note in Wealthbox CRM, ensuring you have all the details organized in one place. Stay on top of your sales opportunities and streamline your lead management process without missing a beat.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Note
Creates a new note.
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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
