Agile CRM + Credit Repair Cloud
Create or update Agile CRM contacts from new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud with this seamless automation that connects to Agile CRM. When a new lead is added in Credit Repair Cloud, this workflow creates or updates the contact in Agile CRM, keeping your CRM constantly up-to-date and allowing you to efficiently track and maintain customer relationships. Focus on nurturing and converting leads while this integration takes care of the contact management for you.
Effortlessly manage your leads from Credit Repair Cloud with this seamless automation that connects to Agile CRM. When a new lead is added in Credit Repair Cloud, this workflow creates or updates the contact in Agile CRM, keeping your CRM constantly up-to-date and allowing you to efficiently track and maintain customer relationships. Focus on nurturing and converting leads while this integration takes care of the contact management for you.
- When this happens...New Lead
Triggered when you add a new lead.
- 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
