Credit Repair Cloud + Salesmate
Create Salesmate deals for new Credit Repair Cloud clients
Efficiently manage your new clients from Credit Repair Cloud by seamlessly creating deals in Salesmate. With this workflow, every time a new client is added to Credit Repair Cloud, a deal will be instantly created in Salesmate, helping you stay organized and save valuable time. Keep your sales pipeline up-to-date and never miss an opportunity to nurture new leads.
Efficiently manage your new clients from Credit Repair Cloud by seamlessly creating deals in Salesmate. With this workflow, every time a new client is added to Credit Repair Cloud, a deal will be instantly created in Salesmate, helping you stay organized and save valuable time. Keep your sales pipeline up-to-date and never miss an opportunity to nurture new leads.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Deal
Creates a new Deal, probably with input from previous steps.
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- 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
