Credit Repair Cloud + Wrike
Create comments in Wrike for new leads in Credit Repair Cloud
Stay organized and never miss a lead with this efficient workflow that connects your Credit Repair Cloud and Wrike accounts. When a new lead is added to Credit Repair Cloud, a comment is automatically created in Wrike, enhancing your team's response time and ensuring timely follow-ups with potential customers. This seamless process leads to a more effective sales pipeline and improved client satisfaction.
Stay organized and never miss a lead with this efficient workflow that connects your Credit Repair Cloud and Wrike accounts. When a new lead is added to Credit Repair Cloud, a comment is automatically created in Wrike, enhancing your team's response time and ensuring timely follow-ups with potential customers. This seamless process leads to a more effective sales pipeline and improved client satisfaction.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Comment
Create a new comment.
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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
