Create DriverReach leads from new Credit Repair Cloud clients
Streamline your client onboarding process for your credit repair business with this efficient workflow. When a new client is added in Credit Repair Cloud, their information is instantly used to create a driver lead in DriverReach, ensuring a seamless transition and saving you valuable time on manual data entry. Keep your focus on helping clients improve their credit while this automation takes care of the backend work.
Streamline your client onboarding process for your credit repair business with this efficient workflow. When a new client is added in Credit Repair Cloud, their information is instantly used to create a driver lead in DriverReach, ensuring a seamless transition and saving you valuable time on manual data entry. Keep your focus on helping clients improve their credit while this automation takes care of the backend work.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Driver Lead
Creates a new driver lead in DriverReach.
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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