Call Tools PCC + Credit Repair Cloud
Create new Call Tools PCC contacts when Credit Repair Cloud leads are added
Efficiently manage leads from Credit Repair Cloud by setting up this workflow to seamlessly create new contacts in Call Tools PCC when a lead emerges. Stay on top of your credit repair business by connecting these two essential apps, ensuring that every new lead is easily accessible and organized, ready for swift follow-up actions. Boost productivity and streamline your lead management process with this automation.
Efficiently manage leads from Credit Repair Cloud by setting up this workflow to seamlessly create new contacts in Call Tools PCC when a lead emerges. Stay on top of your credit repair business by connecting these two essential apps, ensuring that every new lead is easily accessible and organized, ready for swift follow-up actions. Boost productivity and streamline your lead management process with this automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new Contact
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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
