Convoso + Credit Repair Cloud
Update Convoso leads when new Credit Repair Cloud leads are created
Effortlessly manage your leads from Credit Repair Cloud to Convoso with this seamless automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will instantly update the corresponding lead in Convoso, ensuring that your contacts stay up-to-date and your sales process remains streamlined. No more manual updates - just an efficient, well-organized system for managing your leads.
Effortlessly manage your leads from Credit Repair Cloud to Convoso with this seamless automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will instantly update the corresponding lead in Convoso, ensuring that your contacts stay up-to-date and your sales process remains streamlined. No more manual updates - just an efficient, well-organized system for managing your leads.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Lead: Update
This is to update lead data in convoso
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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
