Asana + Credit Repair Cloud
Create Asana projects for new Credit Repair Cloud leads
Effortlessly manage your credit repair leads by connecting Credit Repair Cloud with Asana. With this workflow, every time a new lead is added in Credit Repair Cloud, a project will be created in Asana, keeping your team organized and focused on delivering the best service possible. Boost your productivity and streamline your lead management process with this time-saving automation.
Effortlessly manage your credit repair leads by connecting Credit Repair Cloud with Asana. With this workflow, every time a new lead is added in Credit Repair Cloud, a project will be created in Asana, keeping your team organized and focused on delivering the best service possible. Boost your productivity and streamline your lead management process with this time-saving automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Triggered when you add a new project.
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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
