Credit Repair Cloud + Salesmate
Create deals in Salesmate for new leads in Credit Repair Cloud
Effortlessly manage your leads and deals with this workflow that connects Credit Repair Cloud and Salesmate. When a new lead is added in Credit Repair Cloud, a deal is created in Salesmate, streamlining the process for your sales team. Save time and stay organized by having your lead and deal information in sync across both platforms.
Effortlessly manage your leads and deals with this workflow that connects Credit Repair Cloud and Salesmate. When a new lead is added in Credit Repair Cloud, a deal is created in Salesmate, streamlining the process for your sales team. Save time and stay organized by having your lead and deal information in sync across both platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Deal
Creates a new Deal, probably with input from previous steps.
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- 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
