Credit Repair Cloud + LeadConnector
Create leads in Credit Repair Cloud when stages change in LeadConnector
Easily manage your leads by integrating LeadConnector with Credit Repair Cloud. When a stage shift occurs for your lead in LeadConnector, a new lead is instantly generated in Credit Repair Cloud. This efficient automation ensures no potential clients fall through the cracks, providing a centralized process for handling and tracking leads.
Easily manage your leads by integrating LeadConnector with Credit Repair Cloud. When a stage shift occurs for your lead in LeadConnector, a new lead is instantly generated in Credit Repair Cloud. This efficient automation ensures no potential clients fall through the cracks, providing a centralized process for handling and tracking leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Adds a new lead.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Status Change
Triggered when you convert status from client to any other status or from any other status to client.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Affiliate
Triggers when a new affiliate is created.
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