Credit Repair Cloud + Dakno
Create or update Dakno contacts for new Credit Repair Cloud leads
Effortlessly manage your new leads with this seamless workflow between Credit Repair Cloud and Dakno. When a new lead is added in Credit Repair Cloud, their contact information is instantly created or updated in the Dakno app, ensuring accurate and up-to-date client records. Save time and maintain organized client information with this efficient automation.
Effortlessly manage your new leads with this seamless workflow between Credit Repair Cloud and Dakno. When a new lead is added in Credit Repair Cloud, their contact information is instantly created or updated in the Dakno app, ensuring accurate and up-to-date client records. Save time and maintain organized client information with this efficient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create/Update Contact
Triggers when a new contact is added.
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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
