Credit Repair Cloud + Surefire Local Platform
Transform new Credit Repair Cloud clients into leads in Surefire Local Platform
Effortlessly streamline your lead management process with this automation that links your Credit Repair Cloud app with the Surefire Local Platform app. Whenever a new client is added in Credit Repair Cloud, a lead will be created in the Surefire Local Platform app. This seamless integration saves you time and ensures your leads are maintained and organized effectively.
Effortlessly streamline your lead management process with this automation that links your Credit Repair Cloud app with the Surefire Local Platform app. Whenever a new client is added in Credit Repair Cloud, a lead will be created in the Surefire Local Platform app. This seamless integration saves you time and ensures your leads are maintained and organized effectively.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Lead
Creates a lead from Zapier
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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
