Credit Repair Cloud + Workamajig
Create opportunities in Workamajig for new clients in Credit Repair Cloud
Easily manage your sales opportunities whenever you add a new client in Credit Repair Cloud with this seamless workflow. Once set up, each new client in Credit Repair Cloud will automatically create a corresponding opportunity in Workamajig, ensuring that your team stays informed and engaged on potential sales. Streamline your client management process and never miss out on a sales opportunity again.
Easily manage your sales opportunities whenever you add a new client in Credit Repair Cloud with this seamless workflow. Once set up, each new client in Credit Repair Cloud will automatically create a corresponding opportunity in Workamajig, ensuring that your team stays informed and engaged on potential sales. Streamline your client management process and never miss out on a sales opportunity again.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Opportunity
Creates a new opportunity.
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- 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
