Credit Repair Cloud + Octoboard
Update Octoboard numbers when new Credit Repair Cloud leads are added
Effortlessly manage your leads from Credit Repair Cloud and keep track of their numbers in Octoboard with this seamless workflow. Whenever a new lead is created in Credit Repair Cloud, their number will be updated automatically in Octoboard, ensuring a consistent and up-to-date record of your prospects. Save time and optimize your lead management process with this efficient automation.
Effortlessly manage your leads from Credit Repair Cloud and keep track of their numbers in Octoboard with this seamless workflow. Whenever a new lead is created in Credit Repair Cloud, their number will be updated automatically in Octoboard, ensuring a consistent and up-to-date record of your prospects. Save time and optimize your lead management process with this efficient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Number
Update numeric value in Octoboard data source.
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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
