Add custom attributes to ChartMogul customers when new leads are created in Credit Repair Cloud
Streamline your customer management process by connecting Credit Repair Cloud with ChartMogul. Whenever a new lead is added into Credit Repair Cloud, this integration will automatically update the customer's custom attributes in ChartMogul using their external ID. Save time on manual data entry and keep your customer records consistently up-to-date.
Streamline your customer management process by connecting Credit Repair Cloud with ChartMogul. Whenever a new lead is added into Credit Repair Cloud, this integration will automatically update the customer's custom attributes in ChartMogul using their external ID. Save time on manual data entry and keep your customer records consistently up-to-date.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID
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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