Credit Repair Cloud + Zoho Projects
Create new Zoho Projects for fresh leads in Credit Repair Cloud
Effortlessly manage your new leads from Credit Repair Cloud by creating projects in Zoho Projects with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a project will be set up in Zoho Projects, ensuring your team can quickly start working on the lead's requirements. Stay organized and efficient by automating this process, and never miss an opportunity to help your clients repair their credit.
Effortlessly manage your new leads from Credit Repair Cloud by creating projects in Zoho Projects with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a project will be set up in Zoho Projects, ensuring your team can quickly start working on the lead's requirements. Stay organized and efficient by automating this process, and never miss an opportunity to help your clients repair their credit.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Creates a new Project.
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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
