ConvergeHub + Credit Repair Cloud
Create module entries in ConvergeHub for new leads from Credit Repair Cloud
Efficiently manage your clients' credit repair processes by connecting Credit Repair Cloud and ConvergeHub. With this workflow, every time a new lead is added in Credit Repair Cloud, a module entry will be created in ConvergeHub, keeping your CRM up-to-date and helping you stay on top of client relationships. Streamline your credit repair business with this seamless integration.
Efficiently manage your clients' credit repair processes by connecting Credit Repair Cloud and ConvergeHub. With this workflow, every time a new lead is added in Credit Repair Cloud, a module entry will be created in ConvergeHub, keeping your CRM up-to-date and helping you stay on top of client relationships. Streamline your credit repair business with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- 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
