CloudSpot + Credit Repair Cloud
Create new CloudSpot collections for new Credit Repair Cloud clients
Effortlessly streamline your client management process with this Credit Repair Cloud and CloudSpot integration. When a new client is added to Credit Repair Cloud, a new collection will be created in CloudSpot. This workflow saves you time and ensures that your clients' information is neatly organized in both platforms, allowing you to focus on helping them improve their credit.
Effortlessly streamline your client management process with this Credit Repair Cloud and CloudSpot integration. When a new client is added to Credit Repair Cloud, a new collection will be created in CloudSpot. This workflow saves you time and ensures that your clients' information is neatly organized in both platforms, allowing you to focus on helping them improve their credit.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Collection
Creates a new collection.
- Free forever for core features
- 14 day trial for premium features & apps
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
