Agile CRM + Credit Repair Cloud
Create or update Agile CRM contacts for new Credit Repair Cloud clients
Effortlessly manage and update your contacts across Credit Repair Cloud and Agile CRM with this automation. Whenever a new client is added on Credit Repair Cloud, this workflow will create or update their contact information in Agile CRM, ensuring your CRM stays up-to-date and organized. Focus on building relationships with your clients and let this integration handle the contact management for you.
Effortlessly manage and update your contacts across Credit Repair Cloud and Agile CRM with this automation. Whenever a new client is added on Credit Repair Cloud, this workflow will create or update their contact information in Agile CRM, ensuring your CRM stays up-to-date and organized. Focus on building relationships with your clients and let this integration handle the contact management for you.
- When this happens...New Client
Triggered when you add a new 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
