Capsule CRM + Credit Repair Cloud
Add tags to new Credit Repair Cloud clients in Capsule CRM entities
Effortlessly manage your client relationships as your credit repair business grows by connecting Credit Repair Cloud and Capsule CRM. This workflow automatically adds a tag to new clients in Capsule CRM when they're added to Credit Repair Cloud, keeping your client data and interactions organized for seamless relationship management. Boost your efficiency and save time by streamlining your client management process with this automation.
Effortlessly manage your client relationships as your credit repair business grows by connecting Credit Repair Cloud and Capsule CRM. This workflow automatically adds a tag to new clients in Capsule CRM when they're added to Credit Repair Cloud, keeping your client data and interactions organized for seamless relationship management. Boost your efficiency and save time by streamlining your client management process with this automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Tag to Entity
Adds a Tag to an Entity.
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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
