Create Zoho Billing customers from new Credit Repair Cloud leads
Effortlessly manage your leads and customers with this seamless workflow between Credit Repair Cloud and Zoho Billing. When a new lead is added in Credit Repair Cloud, a customer is created in Zoho Billing, ensuring your client information is consistently up-to-date across both platforms. Simplify your lead management process and save time by automating this crucial step.
Effortlessly manage your leads and customers with this seamless workflow between Credit Repair Cloud and Zoho Billing. When a new lead is added in Credit Repair Cloud, a customer is created in Zoho Billing, ensuring your client information is consistently up-to-date across both platforms. Simplify your lead management process and save time by automating this crucial step.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Customer
Creates a new customer.
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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