Add new Credit Repair Cloud clients to a Wishpond leads list
Effortlessly manage your new clients in Credit Repair Cloud by instantly adding them to a Wishpond list with this intuitive workflow. Whenever a new client is added in Credit Repair Cloud, this automation will seamlessly transfer their information to your chosen list in Wishpond. Save time and streamline your lead management process, ensuring you stay organized and focused on providing top-notch credit repair services.
Effortlessly manage your new clients in Credit Repair Cloud by instantly adding them to a Wishpond list with this intuitive workflow. Whenever a new client is added in Credit Repair Cloud, this automation will seamlessly transfer their information to your chosen list in Wishpond. Save time and streamline your lead management process, ensuring you stay organized and focused on providing top-notch credit repair services.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Lead to List
Add an existing lead to a chosen list.
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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