Capsule CRM + Credit Repair Cloud
Create projects in Capsule CRM for new clients in Credit Repair Cloud
Effortlessly manage your new clients in Credit Repair Cloud by creating a project for them in Capsule CRM. With this workflow, each time a new client is added in Credit Repair Cloud, a corresponding project will be set up in Capsule CRM, helping you stay organized and track your client's progress. Simplify your client onboarding process and save time with this seamless automation.
Effortlessly manage your new clients in Credit Repair Cloud by creating a project for them in Capsule CRM. With this workflow, each time a new client is added in Credit Repair Cloud, a corresponding project will be set up in Capsule CRM, helping you stay organized and track your client's progress. Simplify your client onboarding process and save time with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Project
Creates a new Project.
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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
