Create new AgentFire leads from new Credit Repair Cloud clients
Effortlessly manage your leads by connecting Credit Repair Cloud and AgentFire. With this workflow, every time a new client is added in Credit Repair Cloud, a new lead will be created in AgentFire, streamlining your client onboarding process and keeping your sales pipeline organized. Boost efficiency and focus on growing your business with this seamless automation.
Effortlessly manage your leads by connecting Credit Repair Cloud and AgentFire. With this workflow, every time a new client is added in Credit Repair Cloud, a new lead will be created in AgentFire, streamlining your client onboarding process and keeping your sales pipeline organized. Boost efficiency and focus on growing your business with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Lead
Send new lead to AgentFire Lead Manager
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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