Credit Repair Cloud + Wealthbox CRM
Add new Credit Repair Cloud leads to Wealthbox CRM as contacts
Easily streamline your lead management process with this workflow that connects Credit Repair Cloud and Wealthbox CRM. When a new lead is added in Credit Repair Cloud, a contact will be created in Wealthbox CRM, saving you time and ensuring seamless communication between both platforms. Enhance your customer relationships without any manual effort.
Easily streamline your lead management process with this workflow that connects Credit Repair Cloud and Wealthbox CRM. When a new lead is added in Credit Repair Cloud, a contact will be created in Wealthbox CRM, saving you time and ensuring seamless communication between both platforms. Enhance your customer relationships without any manual effort.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new contact.
- 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
