Credit Repair Cloud + crm4 solution

Create customer campaigns in crm4 solution for new leads from Credit Repair Cloud

Efficiently manage your leads and enhance customer engagement with this automation. When a new lead is added to Credit Repair Cloud, this workflow seamlessly transfers their information to your crm4solution app and adds them to a customer campaign. Streamline your lead nurturing process and boost conversions while saving time on manual data entry.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Add Customer Campaign
Add new Customer in Campaign
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First 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
Action
Write

- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write

- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Destination Campaign in Crm4Required
- Exclude if present in campaign
- White list
- Update Customer
- Black list
- Note (Extra)
- Website URL (Extra)
- Campaign Source (Extra)
- Campaign Name (Extra)
- Update Extra (Extra)
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
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- First 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
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Fiscal Code
- VAT
- Exclude if present in campaign
- Destination Campaign in Crm4Required
- Note (Extra)
- Website URL (Extra)
- Campaign Source (Extra)
- Campaign Name (Extra)
- Update Extra (Extra)
Action
Write
- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Destination CampaignRequired
- UserRequired
- Note
- Update customer if exists
- Exclude if present in campaign
Action
Write