Copper + Credit Repair Cloud
Create or update Copper opportunities from new clients in Credit Repair Cloud
Effortlessly manage your client relationships with this useful workflow between Credit Repair Cloud and Copper. Whenever you add a new client in Credit Repair Cloud, an opportunity will be created or updated in Copper, ensuring your sales pipeline stays up to date. Save time and streamline your process with this seamless automation.
Effortlessly manage your client relationships with this useful workflow between Credit Repair Cloud and Copper. Whenever you add a new client in Credit Repair Cloud, an opportunity will be created or updated in Copper, ensuring your sales pipeline stays up to date. Save time and streamline your process with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
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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
