Add new Credit Repair Cloud leads to Wodify Core as clients
Effortlessly manage your new leads from Credit Repair Cloud with this seamless workflow. Once a new lead is created in Credit Repair Cloud, their information will be added or updated as a client in Wodify Core. This automation helps you save time and ensures all client data is up-to-date, allowing you to better focus on growing your business and nurturing client relationships.
Effortlessly manage your new leads from Credit Repair Cloud with this seamless workflow. Once a new lead is created in Credit Repair Cloud, their information will be added or updated as a client in Wodify Core. This automation helps you save time and ensures all client data is up-to-date, allowing you to better focus on growing your business and nurturing client relationships.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add/Update Client
Adds or updates a client.
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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