Credit Repair Cloud + QuickDesk
Create QuickDesk company leads from new Credit Repair Cloud leads
Effortlessly manage your leads with this powerful automation between Credit Repair Cloud and QuickDesk. When a new lead is added in Credit Repair Cloud, this workflow will automatically create a company lead in QuickDesk, ensuring your sales team can easily track and process potential customers. Streamline your lead management and never miss a business opportunity again.
Effortlessly manage your leads with this powerful automation between Credit Repair Cloud and QuickDesk. When a new lead is added in Credit Repair Cloud, this workflow will automatically create a company lead in QuickDesk, ensuring your sales team can easily track and process potential customers. Streamline your lead management and never miss a business opportunity again.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Company Lead
Creates a company lead.
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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
