Add new Credit Repair Cloud clients to Stikkum as leads instantly
Effortlessly manage your leads in Stikkum, whenever you add a new client in Credit Repair Cloud. With this workflow, when a new client is added in Credit Repair Cloud, their details will be saved or updated in Stikkum as a lead. Forget about time-consuming manual data transfers - streamline the process and ensure accurate information for better lead management.
Effortlessly manage your leads in Stikkum, whenever you add a new client in Credit Repair Cloud. With this workflow, when a new client is added in Credit Repair Cloud, their details will be saved or updated in Stikkum as a lead. Forget about time-consuming manual data transfers - streamline the process and ensure accurate information for better lead management.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Save or Update Contacts
Saves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
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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