Agile CRM + Credit Repair Cloud
Add tags to Agile CRM contacts for new clients in Credit Repair Cloud
Effortlessly keep your Agile CRM contacts updated with this nifty automation. Each time you add a new client in Credit Repair Cloud, a tag will be added to the corresponding contact in Agile CRM. This way, you can efficiently categorize and manage your clients in your CRM without any manual effort.
Effortlessly keep your Agile CRM contacts updated with this nifty automation. Each time you add a new client in Credit Repair Cloud, a tag will be added to the corresponding contact in Agile CRM. This way, you can efficiently categorize and manage your clients in your CRM without any manual effort.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
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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
