Credit Repair Cloud + Sierra Interactive
Create tasks in Sierra Interactive for new clients in Credit Repair Cloud
Streamline your credit repair business by efficiently managing tasks for new clients with this seamless workflow. When a new client is added in Credit Repair Cloud, a task is created in Sierra Interactive, ensuring you stay on top of your workload and provide top-notch service. Enhance productivity and keep your process organized with this automated solution.
Streamline your credit repair business by efficiently managing tasks for new clients with this seamless workflow. When a new client is added in Credit Repair Cloud, a task is created in Sierra Interactive, ensuring you stay on top of your workload and provide top-notch service. Enhance productivity and keep your process organized with this automated solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Task
Add an upcoming task for the 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
