Add new Credit Repair Cloud leads as prospects in Klenty
Effortlessly streamline your lead management process with this Credit Repair Cloud and Klenty workflow. Whenever a new lead is added in Credit Repair Cloud, a prospect is instantly created in Klenty. Save time managing your leads and nurture them effectively by automating this essential task, while focusing on growing your credit repair business.
Effortlessly streamline your lead management process with this Credit Repair Cloud and Klenty workflow. Whenever a new lead is added in Credit Repair Cloud, a prospect is instantly created in Klenty. Save time managing your leads and nurture them effectively by automating this essential task, while focusing on growing your credit repair business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Prospect
Creates a Prospect in Klenty.
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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