Credit Repair Cloud + Customer Fields
Create customers in Customer Fields for updated clients in Credit Repair Cloud
Effortlessly manage your client data in Credit Repair Cloud and Customer Fields with this seamless workflow. Whenever you update a client's information in Credit Repair Cloud, this automation will create a new customer entry in Customer Fields, ensuring your data is always up to date and organized. Streamline your customer management process, improve data accuracy, and save valuable time with this efficient solution.
Effortlessly manage your client data in Credit Repair Cloud and Customer Fields with this seamless workflow. Whenever you update a client's information in Credit Repair Cloud, this automation will create a new customer entry in Customer Fields, ensuring your data is always up to date and organized. Streamline your customer management process, improve data accuracy, and save valuable time with this efficient solution.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Customer
Create a new customer.
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- 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
