Create Missive contacts for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating contacts in Missive with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a contact will be created in Missive, making it easy to keep track of prospects and maintain organized communication. Streamline your lead management process and ensure that no opportunity slips through the cracks with this time-saving automation.
Effortlessly manage your new leads from Credit Repair Cloud by creating contacts in Missive with this seamless workflow. As soon as a new lead is added in Credit Repair Cloud, a contact will be created in Missive, making it easy to keep track of prospects and maintain organized communication. Streamline your lead management process and ensure that no opportunity slips through the cracks with this time-saving automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new contact.
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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