ClickUp + Credit Repair Cloud
Create ClickUp lists from new Credit Repair Cloud leads for seamless organization
Efficiently manage your incoming leads from Credit Repair Cloud by automatically creating a new list in ClickUp. This workflow is designed to streamline your lead organization, saving you time and effort. Set up this seamless process and never miss a new opportunity to help clients reestablish their credit.
Efficiently manage your incoming leads from Credit Repair Cloud by automatically creating a new list in ClickUp. This workflow is designed to streamline your lead organization, saving you time and effort. Set up this seamless process and never miss a new opportunity to help clients reestablish their credit.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create List
Triggers when new lists are created.
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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
