Credit Repair Cloud + Windsor.ai
Create crm data in Windsor.ai for new leads in Credit Repair Cloud
Easily manage your leads from Credit Repair Cloud by integrating it with Windsor.ai. With this workflow, every time a new lead is generated in Credit Repair Cloud, their data will be seamlessly added to your Windsor.ai CRM, ensuring efficient organization and processing of potential clients. Enhance your lead management process and save valuable time with this smart automation.
Easily manage your leads from Credit Repair Cloud by integrating it with Windsor.ai. With this workflow, every time a new lead is generated in Credit Repair Cloud, their data will be seamlessly added to your Windsor.ai CRM, ensuring efficient organization and processing of potential clients. Enhance your lead management process and save valuable time with this smart automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add CRM Data
If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Zap
- 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
