Act-On + Credit Repair Cloud
Create or update Act-On contacts from new Credit Repair Cloud leads
Keep your Act-On contacts up-to-date with this seamless automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will create or update the corresponding contact in Act-On using their email address. That way, you'll always have the most current information for your marketing campaigns, without any manual work involved.
Keep your Act-On contacts up-to-date with this seamless automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will create or update the corresponding contact in Act-On using their email address. That way, you'll always have the most current information for your marketing campaigns, without any manual work involved.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update or Create Contact (By Email Address)
Updates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
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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
