Credit Repair Cloud + monday.com
Archive boards in monday.com when new leads are added in Credit Repair Cloud
Efficiently manage your new leads from Credit Repair Cloud by creating corresponding entries on a monday.com board with this streamlined workflow. Once set up, every time a new lead is added in Credit Repair Cloud, an entry will be created in your monday.com board, ensuring an organized workspace for effective lead management. Stay on top of your credit repair business and never miss a lead with this automation.
Efficiently manage your new leads from Credit Repair Cloud by creating corresponding entries on a monday.com board with this streamlined workflow. Once set up, every time a new lead is added in Credit Repair Cloud, an entry will be created in your monday.com board, ensuring an organized workspace for effective lead management. Stay on top of your credit repair business and never miss a lead with this automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Archive Board
Archives a board
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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
