Credit Repair Cloud + LearningSuite
Add new Credit Repair Cloud leads to LearningSuite groups
Effortlessly manage new leads in Credit Repair Cloud and keep your LearningSuite groups up to date with this workflow. When a new lead is added in Credit Repair Cloud, this automation will instantly enroll them in the appropriate LearningSuite groups. Stay organized and ensure your new clients receive the right information and resources from the get-go.
Effortlessly manage new leads in Credit Repair Cloud and keep your LearningSuite groups up to date with this workflow. When a new lead is added in Credit Repair Cloud, this automation will instantly enroll them in the appropriate LearningSuite groups. Stay organized and ensure your new clients receive the right information and resources from the get-go.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Members to Groups
Adds Members to Groups
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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
