Create Circle posts for new Credit Repair Cloud leads
Effortlessly manage new leads from Credit Repair Cloud by creating a post in Circle with this seamless workflow. Each time you receive a new lead in Credit Repair Cloud, a post will be generated in your Circle community, making it easier to engage with and provide support for potential clients. Boost your communication and efficiency by adopting this automation today!
Effortlessly manage new leads from Credit Repair Cloud by creating a post in Circle with this seamless workflow. Each time you receive a new lead in Credit Repair Cloud, a post will be generated in your Circle community, making it easier to engage with and provide support for potential clients. Boost your communication and efficiency by adopting this automation today!
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Post
Creates a new post on a community.
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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