Add new Credit Repair Cloud leads as contacts in Spark Membership
Effortlessly manage your new leads from Credit Repair Cloud by adding them directly into Spark Membership. With this workflow, every time you receive a new lead in Credit Repair Cloud, their contact information will be added to Spark Membership, streamlining your client management process and ensuring you maintain an organized system for your growing business.
Effortlessly manage your new leads from Credit Repair Cloud by adding them directly into Spark Membership. With this workflow, every time you receive a new lead in Credit Repair Cloud, their contact information will be added to Spark Membership, streamlining your client management process and ensuring you maintain an organized system for your growing business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Contact
Adds a new contact in Spark Membership.
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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