Copper + Credit Repair Cloud
Create new Copper opportunities when Credit Repair Cloud adds new clients
Easily manage your new clients from Credit Repair Cloud by creating opportunities in Copper with this seamless workflow. Once a new client is added to Credit Repair Cloud, an opportunity will be created in Copper, helping you stay organized and on top of your growing client list. Streamline your client acquisition process and focus on providing excellent credit repair services without the hassle of manual data entry.
Easily manage your new clients from Credit Repair Cloud by creating opportunities in Copper with this seamless workflow. Once a new client is added to Credit Repair Cloud, an opportunity will be created in Copper, helping you stay organized and on top of your growing client list. Streamline your client acquisition process and focus on providing excellent credit repair services without the hassle of manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Opportunity
Creates a new Opportunity.
- 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
