Agile CRM + Credit Repair Cloud
Update clients in Credit Repair Cloud and create or update contacts in Agile CRM
Keep your Agile CRM contacts up to date with every client update in Credit Repair Cloud using this seamless workflow. Whenever you make updates to a client's information in Credit Repair Cloud, this automation will instantly create or update a corresponding contact in Agile CRM. Save time and ensure accurate information across your systems with this easy-to-use integration.
Keep your Agile CRM contacts up to date with every client update in Credit Repair Cloud using this seamless workflow. Whenever you make updates to a client's information in Credit Repair Cloud, this automation will instantly create or update a corresponding contact in Agile CRM. Save time and ensure accurate information across your systems with this easy-to-use integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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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
