Credit Repair Cloud + Wicked Reports
Create Wicked Reports contacts from new Credit Repair Cloud leads
Effortlessly manage new leads from Credit Repair Cloud by creating contacts in Wicked Reports. With this workflow, every time a new lead is added in Credit Repair Cloud, a contact will be created in Wicked Reports, making it seamless to keep track of all your client data. Stay organized and ensure that no lead falls through the cracks with this convenient automation.
Effortlessly manage new leads from Credit Repair Cloud by creating contacts in Wicked Reports. With this workflow, every time a new lead is added in Credit Repair Cloud, a contact will be created in Wicked Reports, making it seamless to keep track of all your client data. Stay organized and ensure that no lead falls through the cracks with this convenient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Create a new contact.
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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
