Add score to Agile CRM contacts for new Credit Repair Cloud clients
Effortlessly stay on top of your client's credit repair updates with this seamless workflow between Credit Repair Cloud and Agile CRM. When you add a new client in Credit Repair Cloud, their score will be automatically added to their contact record in Agile CRM. This automation helps you save time while centralizing important client information for better credit repair management.
Effortlessly stay on top of your client's credit repair updates with this seamless workflow between Credit Repair Cloud and Agile CRM. When you add a new client in Credit Repair Cloud, their score will be automatically added to their contact record in Agile CRM. This automation helps you save time while centralizing important client information for better credit repair management.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Score to Contact
Add Score to a Contact in the AgileCRM.
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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