Convoso + Credit Repair Cloud
Create new Convoso leads from Credit Repair Cloud clients
Streamline your client onboarding process with this automation between Credit Repair Cloud and Convoso. When a new client is added in Credit Repair Cloud, this workflow efficiently creates a lead in Convoso, allowing your sales team to focus on converting leads without missing any crucial client information. Say goodbye to manual data entry and boost your productivity with this seamless integration.
Streamline your client onboarding process with this automation between Credit Repair Cloud and Convoso. When a new client is added in Credit Repair Cloud, this workflow efficiently creates a lead in Convoso, allowing your sales team to focus on converting leads without missing any crucial client information. Say goodbye to manual data entry and boost your productivity with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Lead: Insert
This is to create a new lead in convoso
- 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
