Advantage Anywhere + Credit Repair Cloud
Create contacts in Advantage Anywhere for new clients in Credit Repair Cloud
Easily streamline your client management process with this automation. When a new client is added in Credit Repair Cloud, it will create a contact in Advantage Anywhere, ensuring your client information is always up to date and organized, leaving you more time to focus on building relationships and growing your business.
Easily streamline your client management process with this automation. When a new client is added in Credit Repair Cloud, it will create a contact in Advantage Anywhere, ensuring your client information is always up to date and organized, leaving you more time to focus on building relationships and growing your business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact (i.e. Lead, Prospect, Client)
- 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
