Credit Repair Cloud + Simplicate
Create Simplicate projects from new Credit Repair Cloud leads
Effortlessly manage new leads from Credit Repair Cloud by setting up this seamless workflow. With this automation, whenever a new lead is added in Credit Repair Cloud, a project will be created in Simplicate. Streamline your credit repair process and ensure every opportunity is efficiently handled without manual intervention.
Effortlessly manage new leads from Credit Repair Cloud by setting up this seamless workflow. With this automation, whenever a new lead is added in Credit Repair Cloud, a project will be created in Simplicate. Streamline your credit repair process and ensure every opportunity is efficiently handled without manual intervention.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Creates a Project
- 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
