Create contacts in CATS from new leads in Credit Repair Cloud
Streamline your lead management process by instantly creating contacts in CATS whenever a new lead emerges in Credit Repair Cloud. With this efficient workflow, you can effortlessly maintain an organized and up-to-date contact database, enhancing overall productivity and ensuring seamless integration between both platforms. Stay on top of your leads and simplify your contact management with this powerful automation.
Streamline your lead management process by instantly creating contacts in CATS whenever a new lead emerges in Credit Repair Cloud. With this efficient workflow, you can effortlessly maintain an organized and up-to-date contact database, enhancing overall productivity and ensuring seamless integration between both platforms. Stay on top of your leads and simplify your contact management with this powerful automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create a Contact
Adds a new contact in CATS.
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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