Create new deals in Teamleader Focus for new leads in Credit Repair Cloud
Effortlessly manage your leads from Credit Repair Cloud with this streamlined workflow. When a new lead is added in Credit Repair Cloud, a deal will be created in Teamleader Focus, ensuring accurate tracking and organization of your potential clients. Save time on manual data entry and stay organized with this seamless connection between your credit repair and CRM tools.
Effortlessly manage your leads from Credit Repair Cloud with this streamlined workflow. When a new lead is added in Credit Repair Cloud, a deal will be created in Teamleader Focus, ensuring accurate tracking and organization of your potential clients. Save time on manual data entry and stay organized with this seamless connection between your credit repair and CRM tools.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create 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