Agile CRM + Credit Repair Cloud
Create deals in Agile CRM for new clients in Credit Repair Cloud
Streamline your credit repair and customer relationship management processes with this seamless automation. Whenever a new client is added to Credit Repair Cloud, a deal will be created in Agile CRM, keeping your sales pipeline updated and helping you manage your clients more efficiently. Stay organized and save time by letting this workflow handle your CRM updates.
Streamline your credit repair and customer relationship management processes with this seamless automation. Whenever a new client is added to Credit Repair Cloud, a deal will be created in Agile CRM, keeping your sales pipeline updated and helping you manage your clients more efficiently. Stay organized and save time by letting this workflow handle your CRM updates.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Deal
Create a deal in the Agile CRM.
- 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
