Credit Repair Cloud + monday.com
Create group positions in monday.com for new leads in Credit Repair Cloud
Effortlessly manage your new leads from Credit Repair Cloud by organizing them into groups in monday.com. With this automation, whenever a new lead is added in Credit Repair Cloud, their information will be seamlessly transferred to a designated group position in monday.com. This workflow streamlines lead management, saving you time and keeping your team's focus on nurturing and converting prospects.
Effortlessly manage your new leads from Credit Repair Cloud by organizing them into groups in monday.com. With this automation, whenever a new lead is added in Credit Repair Cloud, their information will be seamlessly transferred to a designated group position in monday.com. This workflow streamlines lead management, saving you time and keeping your team's focus on nurturing and converting prospects.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Group Position
Duplicate a group with its items
- 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
