Add new Credit Repair Cloud leads to Zendesk Sell as people
Easily streamline your lead management process with this efficient workflow. When a new lead is added in Credit Repair Cloud, a new person will be created in Zendesk Sell, ensuring your sales team stays updated and organized. This automation saves you time by eliminating manual data entry, allowing you to focus on nurturing leads and closing deals.
Easily streamline your lead management process with this efficient workflow. When a new lead is added in Credit Repair Cloud, a new person will be created in Zendesk Sell, ensuring your sales team stays updated and organized. This automation saves you time by eliminating manual data entry, allowing you to focus on nurturing leads and closing deals.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Person
Creates a new person.
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- 14 day trial for premium features & apps
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