Act-On + Credit Repair Cloud
Add new Credit Repair Cloud clients to Act-On as updated contacts
Effortlessly keep your client contacts up-to-date with this streamlined workflow. Whenever a new client is added to Credit Repair Cloud, this automation will update or create a contact in Act-On using the client's email address. Stay organized and ensure your Act-On contact list is always accurate without any manual effort.
Effortlessly keep your client contacts up-to-date with this streamlined workflow. Whenever a new client is added to Credit Repair Cloud, this automation will update or create a contact in Act-On using the client's email address. Stay organized and ensure your Act-On contact list is always accurate without any manual effort.
- When this happens...New Client
Triggered when you add a new client.
- 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
