Circle + Credit Repair Cloud
Add new Credit Repair Cloud leads to Circle as invited members
Easily streamline your new lead onboarding process in Credit Repair Cloud by inviting them to your Circle community with this automation. With this workflow, whenever a new lead is added to your Credit Repair Cloud, they will automatically receive an invitation to join your Circle community. Enhance collaboration, nurture connections, and improve your clients' overall experience by seamlessly integrating these two platforms.
Easily streamline your new lead onboarding process in Credit Repair Cloud by inviting them to your Circle community with this automation. With this workflow, whenever a new lead is added to your Credit Repair Cloud, they will automatically receive an invitation to join your Circle community. Enhance collaboration, nurture connections, and improve your clients' overall experience by seamlessly integrating these two platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Invite Member
Invite a member to your community.
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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
