Clinchd + Credit Repair Cloud
Create new Clinchd contacts from Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud in Clinchd with this seamless workflow. Whenever you receive a new lead in Credit Repair Cloud, it will create a contact in Clinchd for easy tracking and organization. Stay on top of your client relationships and streamline lead management like a pro!
Effortlessly manage your leads from Credit Repair Cloud in Clinchd with this seamless workflow. Whenever you receive a new lead in Credit Repair Cloud, it will create a contact in Clinchd for easy tracking and organization. Stay on top of your client relationships and streamline lead management like a pro!
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Create a new contact on Clinchd
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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
