Credit Repair Cloud + Paymo
Create Paymo clients from new Credit Repair Cloud leads
Effortlessly manage your leads and clients with this seamless workflow connecting Credit Repair Cloud and Paymo. When a new lead is added in Credit Repair Cloud, a client will be created in Paymo, ensuring all client-related information is up-to-date across both platforms. This simple automation helps streamline your lead and client management processes, saving you time and improving organization.
Effortlessly manage your leads and clients with this seamless workflow connecting Credit Repair Cloud and Paymo. When a new lead is added in Credit Repair Cloud, a client will be created in Paymo, ensuring all client-related information is up-to-date across both platforms. This simple automation helps streamline your lead and client management processes, saving you time and improving organization.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Client
Creates a new client.
- 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
