Credit Repair Cloud + Rocketlane
Create Rocketlane projects for new Credit Repair Cloud leads
Efficiently manage your new leads from Credit Repair Cloud by automatically creating projects in Rocketlane. With this workflow, every time a new lead is added to Credit Repair Cloud, a corresponding project will be set up in Rocketlane, allowing you to track progress and collaborate with your team seamlessly. Save time and boost productivity by simplifying lead management and project creation.
Efficiently manage your new leads from Credit Repair Cloud by automatically creating projects in Rocketlane. With this workflow, every time a new lead is added to Credit Repair Cloud, a corresponding project will be set up in Rocketlane, allowing you to track progress and collaborate with your team seamlessly. Save time and boost productivity by simplifying lead management and project creation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Project
Creates a project.
- Free forever for core features
- 14 day trial for premium features & apps
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
