Credit Repair Cloud + Zoho Invoice
Create Zoho Invoice contact persons for new Credit Repair Cloud leads
Easily manage your leads from Credit Repair Cloud by automatically creating contact persons in Zoho Invoice. With this workflow, every time you get a new lead in Credit Repair Cloud, a contact person will be created in Zoho Invoice. Keep your invoicing process streamlined and never miss out on crucial information from prospective clients with this effortless automation.
Easily manage your leads from Credit Repair Cloud by automatically creating contact persons in Zoho Invoice. With this workflow, every time you get a new lead in Credit Repair Cloud, a contact person will be created in Zoho Invoice. Keep your invoicing process streamlined and never miss out on crucial information from prospective clients with this effortless automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact Person
Triggers when a new point of contact is added to an existing contact.
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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
