Autotask + Credit Repair Cloud
Update Autotask companies with new Credit Repair Cloud leads
Keep your company information consistent across platforms with this seamless workflow. When a new lead is added to Credit Repair Cloud, it updates the relevant company details in Autotask, streamlining your customer management process. Save time and boost efficiency by ensuring both systems stay accurate and up-to-date.
Keep your company information consistent across platforms with this seamless workflow. When a new lead is added to Credit Repair Cloud, it updates the relevant company details in Autotask, streamlining your customer management process. Save time and boost efficiency by ensuring both systems stay accurate and up-to-date.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Company
Update a company.
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- 14 day trial for premium features & apps
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
