Create ConvergeHub module entries for new Credit Repair Cloud clients
Effortlessly manage your new clients with this seamless automation between Credit Repair Cloud and ConvergeHub. When a new client is added in Credit Repair Cloud, a module entry will be created in ConvergeHub instantly, helping you keep track of crucial information and stay organized without any manual intervention. Save time and enhance your efficiency with this streamlined workflow.
Effortlessly manage your new clients with this seamless automation between Credit Repair Cloud and ConvergeHub. When a new client is added in Credit Repair Cloud, a module entry will be created in ConvergeHub instantly, helping you keep track of crucial information and stay organized without any manual intervention. Save time and enhance your efficiency with this streamlined workflow.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Module Entry
Create a new entry in the module
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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