Credit Repair Cloud + Workamajig
Create new Workamajig companies from new Credit Repair Cloud leads
Efficiently manage your new leads from Credit Repair Cloud by creating a company in Workamajig with this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will instantly create a company in Workamajig using the lead information, ensuring all your important data is organized and easily accessible. Stay on top of your leads and enhance your business processes with this streamlined integration.
Efficiently manage your new leads from Credit Repair Cloud by creating a company in Workamajig with this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will instantly create a company in Workamajig using the lead information, ensuring all your important data is organized and easily accessible. Stay on top of your leads and enhance your business processes with this streamlined integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Company
Creates a new company.
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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
