Credit Repair Cloud + Salestrekker
Create new Salestrekker deals when new clients are added to Credit Repair Cloud
Effortlessly streamline your sales process with this workflow that connects Credit Repair Cloud with Salestrekker. Whenever you add a new client in Credit Repair Cloud, a deal will be automatically created in Salestrekker, saving you time and ensuring all information is up-to-date. Stay organized and boost your productivity with this seamless automation.
Effortlessly streamline your sales process with this workflow that connects Credit Repair Cloud with Salestrekker. Whenever you add a new client in Credit Repair Cloud, a deal will be automatically created in Salestrekker, saving you time and ensuring all information is up-to-date. Stay organized and boost your productivity with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Deal
Creates a new Deal.
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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
