Update leads in Credit Repair Cloud when pipeline stages change in LeadConnector
Increase efficiency in your lead management process with this seamless workflow. When a lead progresses through a stage in your LeadConnector pipeline, the information gets instantly updated in the Credit Repair Cloud system. This ensures that your lead status is consistently updated across your platforms, saving you time and reducing manual data entry work. Stay organized and save valuable time effortlessly.
Increase efficiency in your lead management process with this seamless workflow. When a lead progresses through a stage in your LeadConnector pipeline, the information gets instantly updated in the Credit Repair Cloud system. This ensures that your lead status is consistently updated across your platforms, saving you time and reducing manual data entry work. Stay organized and save valuable time effortlessly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Change Lead
Updates a 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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