Copper + Credit Repair Cloud
Create leads in Copper for new clients in Credit Repair Cloud
Effortlessly manage your new clients from Credit Repair Cloud by adding them as leads in Copper with this seamless workflow. Once set up, every time a new client is added in Credit Repair Cloud, a corresponding lead will be created in Copper, streamlining your sales process and ensuring no potential customers slip through the cracks. Enhance your CRM organization and lead management with this powerful integration.
Effortlessly manage your new clients from Credit Repair Cloud by adding them as leads in Copper with this seamless workflow. Once set up, every time a new client is added in Credit Repair Cloud, a corresponding lead will be created in Copper, streamlining your sales process and ensuring no potential customers slip through the cracks. Enhance your CRM organization and lead management with this powerful integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Lead
Creates a new Lead.
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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
