CloudSpot + Credit Repair Cloud
Create new CloudSpot contacts from new leads in Credit Repair Cloud
Effortlessly manage your new leads from Credit Repair Cloud by automatically creating contacts in CloudSpot with this seamless workflow. Once set up, every time a new lead is added to Credit Repair Cloud, a new contact will be created in CloudSpot, ensuring all of your important information is organized and up-to-date. Save time and stay organized with this efficient automation.
Effortlessly manage your new leads from Credit Repair Cloud by automatically creating contacts in CloudSpot with this seamless workflow. Once set up, every time a new lead is added to Credit Repair Cloud, a new contact will be created in CloudSpot, ensuring all of your important information is organized and up-to-date. Save time and stay organized with this efficient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create New Contact
Creates a new contact.
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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
