Credit Repair Cloud + monday.com
Create monday.com items for new Credit Repair Cloud leads
Effortlessly streamline your lead management process with this workflow. When a new lead is added in Credit Repair Cloud, an item will be created in your monday.com board, ensuring all the important information is seamlessly organized and accessible. Save time and stay organized as your business continues to grow.
Effortlessly streamline your lead management process with this workflow. When a new lead is added in Credit Repair Cloud, an item will be created in your monday.com board, ensuring all the important information is seamlessly organized and accessible. Save time and stay organized as your business continues to grow.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Item
Create a new Item in a board
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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
