Credit Repair Cloud + LeadConnector
Create new clients in Credit Repair Cloud when pipeline stages change in LeadConnector
Streamline your lead management process with this automation that springs into action when there's a change in pipeline stage in LeadConnector. It conveniently creates a new client in Credit Repair Cloud, eliminating the need for manual data entry and ensuring your client information remains consistent and up-to-date across both platforms. This not only saves time but also reduces the probability of errors, enabling you to manage your leads more effectively.
Streamline your lead management process with this automation that springs into action when there's a change in pipeline stage in LeadConnector. It conveniently creates a new client in Credit Repair Cloud, eliminating the need for manual data entry and ensuring your client information remains consistent and up-to-date across both platforms. This not only saves time but also reduces the probability of errors, enabling you to manage your leads more effectively.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Adds a new client.
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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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