Credit Repair Cloud + SmartSuite
Create SmartSuite records from new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating records in SmartSuite with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, a corresponding record will be generated in SmartSuite to make sure your lead information stays organized and up-to-date. Save time and improve the overall efficiency of your lead management process with this easy-to-use automation.
Effortlessly manage your new leads from Credit Repair Cloud by creating records in SmartSuite with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, a corresponding record will be generated in SmartSuite to make sure your lead information stays organized and up-to-date. Save time and improve the overall efficiency of your lead management process with this easy-to-use automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Record
Triggers when new record is created.
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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
