Add new Credit Repair Cloud leads as Community members via phone number
Effortlessly streamline your lead management process with this efficient workflow. Whenever a new lead is added in Credit Repair Cloud, they'll be instantly added as a member to a Community via their phone number. This automation saves time and ensures consistency by instantly bringing new potential customers into your community.
Effortlessly streamline your lead management process with this efficient workflow. Whenever a new lead is added in Credit Repair Cloud, they'll be instantly added as a member to a Community via their phone number. This automation saves time and ensures consistency by instantly bringing new potential customers into your community.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Member to a Community via Phone Number
Add Member to a Community via Phone Number
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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