Create awork clients from new Credit Repair Cloud leads
Effortlessly manage your growing clientele by streamlining your workflow between Credit Repair Cloud and awork. With this automation, every time a new lead is added in Credit Repair Cloud, a client will be created in awork, ensuring that your client database remains organized and up-to-date. Spend less time on manual data entry and focus on what matters most - providing top-notch credit repair services.
Effortlessly manage your growing clientele by streamlining your workflow between Credit Repair Cloud and awork. With this automation, every time a new lead is added in Credit Repair Cloud, a client will be created in awork, ensuring that your client database remains organized and up-to-date. Spend less time on manual data entry and focus on what matters most - providing top-notch credit repair services.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!
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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