Credit Repair Cloud + Redtail CRM
Create Redtail CRM opportunities from new Credit Repair Cloud leads
Effortlessly stay on top of new leads with this streamlined workflow between Credit Repair Cloud and Redtail CRM. When a new lead is added in Credit Repair Cloud, an opportunity will be created in Redtail CRM, ensuring you never miss a potential client. Say goodbye to manual data entry and focus on nurturing your prospects with this effective automation.
Effortlessly stay on top of new leads with this streamlined workflow between Credit Repair Cloud and Redtail CRM. When a new lead is added in Credit Repair Cloud, an opportunity will be created in Redtail CRM, ensuring you never miss a potential client. Say goodbye to manual data entry and focus on nurturing your prospects with this effective automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Opportunity
Creates a new opportunity in your database.
- 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
