CINC + Credit Repair Cloud
Create notes in CINC for new Credit Repair Cloud clients
Easily keep track of new clients in your Credit Repair Cloud app by adding a note in CINC. With this workflow, every time you add a new client in Credit Repair Cloud, a note will be created in CINC, helping you stay organized and updated on your client's information. Enhance your efficiency and communication by streamlining this process with automation.
Easily keep track of new clients in your Credit Repair Cloud app by adding a note in CINC. With this workflow, every time you add a new client in Credit Repair Cloud, a note will be created in CINC, helping you stay organized and updated on your client's information. Enhance your efficiency and communication by streamlining this process with automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Note
Adds a note to a lead in the CINC CRM.
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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
