Credit Repair Cloud + Nectar Desk
Create Nectar Desk contacts for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud with this handy workflow. When a new lead is added in Credit Repair Cloud, this automation will instantly create a new contact in Nectar Desk. Stay organized and save time by having all your contacts in one place, making it easier to focus on what matters—growing your credit repair business.
Effortlessly manage your leads from Credit Repair Cloud with this handy workflow. When a new lead is added in Credit Repair Cloud, this automation will instantly create a new contact in Nectar Desk. Stay organized and save time by having all your contacts in one place, making it easier to focus on what matters—growing your credit repair business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a Contact under CRM -->> Contacts
- 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
