Credit Repair Cloud + Method CRM
Create opportunities in Method CRM from new leads in Credit Repair Cloud
Efficiently manage your leads and opportunities with this workflow that connects Credit Repair Cloud and Method CRM. When a new lead is created in Credit Repair Cloud, an opportunity is instantly added to Method CRM. This seamless integration helps you save time and ensures consistent tracking of potential clients across platforms.
Efficiently manage your leads and opportunities with this workflow that connects Credit Repair Cloud and Method CRM. When a new lead is created in Credit Repair Cloud, an opportunity is instantly added to Method CRM. This seamless integration helps you save time and ensures consistent tracking of potential clients across platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Opportunity
Adds a new opportunity.
- Free forever for core features
- 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
