Credit Repair Cloud + Sierra Interactive
Add new Credit Repair Cloud leads to Sierra Interactive as notes
Effortlessly streamline your lead management process with this workflow, which connects Credit Repair Cloud and Sierra Interactive apps. When a new lead is generated in Credit Repair Cloud, it will instantly create a note in Sierra Interactive, making it easy to keep your team informed and organized. Save time and improve productivity by automating this essential task in your business process.
Effortlessly streamline your lead management process with this workflow, which connects Credit Repair Cloud and Sierra Interactive apps. When a new lead is generated in Credit Repair Cloud, it will instantly create a note in Sierra Interactive, making it easy to keep your team informed and organized. Save time and improve productivity by automating this essential task in your business process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Note
Add a Note to the lead's history.
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- 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
