Credit Repair Cloud + Wealthbox CRM
Create Wealthbox CRM opportunities for new Credit Repair Cloud clients
Easily streamline your client onboarding process with this workflow. When you add a new client in Credit Repair Cloud, this automation will create an opportunity for them in Wealthbox CRM. Keep your sales process organized and enhance your customer relationship management by connecting these two platforms seamlessly.
Easily streamline your client onboarding process with this workflow. When you add a new client in Credit Repair Cloud, this automation will create an opportunity for them in Wealthbox CRM. Keep your sales process organized and enhance your customer relationship management by connecting these two platforms seamlessly.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Opportunity
Creates a new opportunity.
- 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
