Credit Repair Cloud + Zoom
Create Zoom meetings for new Credit Repair Cloud leads
Effortlessly manage leads from Credit Repair Cloud and schedule meetings with them on Zoom with this seamless workflow. When a new lead is added in Credit Repair Cloud, this integration instantly creates a meeting in Zoom, making it easier than ever to connect with potential clients and grow your credit repair business. Save time and boost efficiency in your sales process with this automated solution.
Effortlessly manage leads from Credit Repair Cloud and schedule meetings with them on Zoom with this seamless workflow. When a new lead is added in Credit Repair Cloud, this integration instantly creates a meeting in Zoom, making it easier than ever to connect with potential clients and grow your credit repair business. Save time and boost efficiency in your sales process with this automated solution.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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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
