Create new Customer Fields customers for fresh Credit Repair Cloud clients
Effortlessly keep your customer data up-to-date with this automation between Credit Repair Cloud and Customer Fields. Whenever a new client is added in Credit Repair Cloud, a customer record will be created in Customer Fields, allowing for an organized and efficient management of your client base. Save time and maintain consistency across platforms with this seamless workflow.
Effortlessly keep your customer data up-to-date with this automation between Credit Repair Cloud and Customer Fields. Whenever a new client is added in Credit Repair Cloud, a customer record will be created in Customer Fields, allowing for an organized and efficient management of your client base. Save time and maintain consistency across platforms with this seamless workflow.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Create a new customer.
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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