Credit Repair Cloud + Yousign
Create Yousign contacts from new Credit Repair Cloud leads
Effortlessly streamline your lead management process with this Credit Repair Cloud to Yousign automation. When a new lead is added in Credit Repair Cloud, this workflow will create a contact in Yousign, ensuring all client information is readily available for e-signature procedures. Save time and stay organized by keeping your lead data up-to-date in both platforms.
Effortlessly streamline your lead management process with this Credit Repair Cloud to Yousign automation. When a new lead is added in Credit Repair Cloud, this workflow will create a contact in Yousign, ensuring all client information is readily available for e-signature procedures. Save time and stay organized by keeping your lead data up-to-date in both platforms.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create a Contact
Create a Contact
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- 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
