Create new ZenDirect contacts from new Credit Repair Cloud leads
Easily manage new leads from Credit Repair Cloud by directly adding them as contacts in ZenDirect with this efficient workflow. When a new lead is generated in Credit Repair Cloud, the integration creates a new contact in ZenDirect, streamlining your lead management process and ensuring that important information is readily available for future correspondence. Stay organized and optimize lead nurturing with this seamless connection between Credit Repair Cloud and ZenDirect.
Easily manage new leads from Credit Repair Cloud by directly adding them as contacts in ZenDirect with this efficient workflow. When a new lead is generated in Credit Repair Cloud, the integration creates a new contact in ZenDirect, streamlining your lead management process and ensuring that important information is readily available for future correspondence. Stay organized and optimize lead nurturing with this seamless connection between Credit Repair Cloud and ZenDirect.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create New Contact
Creates a new Contact in your ZenDirect Address Book
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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