ABC Trainerize + Credit Repair Cloud
Add tags to clients in Trainerize when new leads are added in Credit Repair Cloud
Easily streamline your client management with this Credit Repair Cloud and Trainerize automation. When you receive a new lead in Credit Repair Cloud, this workflow will tag the client in Trainerize, keeping your contact details organized and up-to-date. Spend less time on manual tasks and focus on growing your business with this efficient client onboarding process.
Easily streamline your client management with this Credit Repair Cloud and Trainerize automation. When you receive a new lead in Credit Repair Cloud, this workflow will tag the client in Trainerize, keeping your contact details organized and up-to-date. Spend less time on manual tasks and focus on growing your business with this efficient client onboarding process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Tag to Client
Apply a custom client tag to an existing client.
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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
