CINC + Credit Repair Cloud
Update lead in CINC when client is updated in Credit Repair Cloud
Effortlessly keep your Credit Repair Cloud clients and CINC leads up-to-date with this seamless workflow. Whenever a client is updated in Credit Repair Cloud, it will trigger an update for the corresponding lead in the CINC app, ensuring accurate and consistent information across both platforms. This streamlined process not only saves time but also enhances the efficiency of managing your client and lead data.
Effortlessly keep your Credit Repair Cloud clients and CINC leads up-to-date with this seamless workflow. Whenever a client is updated in Credit Repair Cloud, it will trigger an update for the corresponding lead in the CINC app, ensuring accurate and consistent information across both platforms. This streamlined process not only saves time but also enhances the efficiency of managing your client and lead data.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Update Lead
Updates existing 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
