Add new Credit Repair Cloud clients as contacts in Altos Research
Effortlessly manage your new clients with this seamless workflow between Credit Repair Cloud and Altos Research. Whenever a new client is added in the Credit Repair Cloud app, a contact will be created in Altos Research, saving you time and ensuring consistent data across both platforms. Stay organized and improve your efficiency with this smart automation.
Effortlessly manage your new clients with this seamless workflow between Credit Repair Cloud and Altos Research. Whenever a new client is added in the Credit Repair Cloud app, a contact will be created in Altos Research, saving you time and ensuring consistent data across both platforms. Stay organized and improve your efficiency with this smart automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact
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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