Credit Repair Cloud + QuoteCloud
Create QuoteCloud documents for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud with this streamlined workflow. When you receive a new lead in Credit Repair Cloud, this automation will create a document in QuoteCloud for instant organization and easy access. Stay on top of your leads and improve your response time by integrating these two powerful apps for a seamless lead management experience.
Effortlessly manage your new leads from Credit Repair Cloud with this streamlined workflow. When you receive a new lead in Credit Repair Cloud, this automation will create a document in QuoteCloud for instant organization and easy access. Stay on top of your leads and improve your response time by integrating these two powerful apps for a seamless lead management experience.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
- Free forever for core features
- 14 day trial for premium features & apps
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
