Credit Repair Cloud + Orbit
Add new Credit Repair Cloud leads to Orbit as members
Easily manage your new leads from Credit Repair Cloud by creating Orbit members with this seamless automation. When a new lead is added in Credit Repair Cloud, this workflow will create a new member in Orbit, keeping your community up-to-date and allowing you to focus on fostering strong relationships with your new clients. Stay organized and never miss a beat when it comes to growing your network.
Easily manage your new leads from Credit Repair Cloud by creating Orbit members with this seamless automation. When a new lead is added in Credit Repair Cloud, this workflow will create a new member in Orbit, keeping your community up-to-date and allowing you to focus on fostering strong relationships with your new clients. Stay organized and never miss a beat when it comes to growing your network.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create a Member
Add a new member to your Orbit workspace without an associated activity.
- 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
