Credit Repair Cloud + Workboard
Create Workboard action items for new Credit Repair Cloud leads
Efficiently manage new leads from Credit Repair Cloud by creating action items in Workboard with this seamless workflow. Once set up, each time you receive a new lead in Credit Repair Cloud, an action item will be added in Workboard, helping you stay organized and focused on turning those leads into customers. Boost your productivity and streamline your lead management process with this powerful automation.
Efficiently manage new leads from Credit Repair Cloud by creating action items in Workboard with this seamless workflow. Once set up, each time you receive a new lead in Credit Repair Cloud, an action item will be added in Workboard, helping you stay organized and focused on turning those leads into customers. Boost your productivity and streamline your lead management process with this powerful automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Action Item
Create an action item in Workboard
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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
