Credit Repair Cloud + Project Broadcast
Create new Project Broadcast contacts from Credit Repair Cloud leads
Effortlessly manage your leads and contacts with this workflow that connects Credit Repair Cloud and Project Broadcast. When a new lead is added in Credit Repair Cloud, a contact will be created in Project Broadcast, ensuring seamless organization and communication with your potential clients. Save time and enhance efficiency with this easy-to-use automation.
Effortlessly manage your leads and contacts with this workflow that connects Credit Repair Cloud and Project Broadcast. When a new lead is added in Credit Repair Cloud, a contact will be created in Project Broadcast, ensuring seamless organization and communication with your potential clients. Save time and enhance efficiency with this easy-to-use automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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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
