Credit Repair Cloud + Wealthbox CRM
Create Wealthbox CRM households for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud in Wealthbox CRM with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, a household will be created instantly in Wealthbox CRM. This automation ensures you keep track of your leads and stay organized, enhancing your customer relations and boosting productivity.
Effortlessly manage your leads from Credit Repair Cloud in Wealthbox CRM with this seamless workflow. Whenever a new lead is added in Credit Repair Cloud, a household will be created instantly in Wealthbox CRM. This automation ensures you keep track of your leads and stay organized, enhancing your customer relations and boosting productivity.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Household
Creates a new household.
- 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
