AgencyZoom + Credit Repair Cloud
Create notes in AgencyZoom for new clients in Credit Repair Cloud
Effortlessly keep track of new clients in your credit repair business by integrating Credit Repair Cloud and AgencyZoom. With this workflow, every time you add a new client in Credit Repair Cloud, a note will be created in AgencyZoom, ensuring your records stay up-to-date and organized. No more manual data entry or worrying about missing important client details – simply focus on helping your clients improve their credit scores.
Effortlessly keep track of new clients in your credit repair business by integrating Credit Repair Cloud and AgencyZoom. With this workflow, every time you add a new client in Credit Repair Cloud, a note will be created in AgencyZoom, ensuring your records stay up-to-date and organized. No more manual data entry or worrying about missing important client details – simply focus on helping your clients improve their credit scores.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a Note
Create a note for a lead or a customer.
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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
