Credit Repair Cloud + Wheelbase
Add new Credit Repair Cloud leads to Wheelbase as customers
Streamline your lead management process by connecting Credit Repair Cloud and Wheelbase apps. With this workflow, every time a new lead is added in Credit Repair Cloud, a customer is instantly created in Wheelbase, ensuring efficient information transfer and saving you valuable time. Stay organized and enhance productivity by seamlessly managing your leads and customers with this efficient automation.
Streamline your lead management process by connecting Credit Repair Cloud and Wheelbase apps. With this workflow, every time a new lead is added in Credit Repair Cloud, a customer is instantly created in Wheelbase, ensuring efficient information transfer and saving you valuable time. Stay organized and enhance productivity by seamlessly managing your leads and customers with this efficient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Customer
Create a new customer.
- 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
