Credit Repair Cloud + Teamleader Focus
Create new companies in Teamleader Focus for new clients in Credit Repair Cloud
Efficiently manage your customer onboarding process with this workflow that connects Credit Repair Cloud and Teamleader Focus. When you add a new client in Credit Repair Cloud, this automation will instantly create a company in Teamleader Focus, ensuring a seamless and timely transfer of client information between the two platforms. Save time and stay organized by streamlining your client management process.
Efficiently manage your customer onboarding process with this workflow that connects Credit Repair Cloud and Teamleader Focus. When you add a new client in Credit Repair Cloud, this automation will instantly create a company in Teamleader Focus, ensuring a seamless and timely transfer of client information between the two platforms. Save time and stay organized by streamlining your client management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Company
Creates a new company.
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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
