Credit Repair Cloud + Delivra
Update clients in Credit Repair Cloud and create/update contacts in Delivra
Effortlessly keep your contacts in sync between Credit Repair Cloud and Delivra with this workflow. Whenever a client is updated in Credit Repair Cloud, it will automatically create or update the corresponding contact in Delivra, streamlining your client management process and ensuring you always have up-to-date information at your fingertips.
Effortlessly keep your contacts in sync between Credit Repair Cloud and Delivra with this workflow. Whenever a client is updated in Credit Repair Cloud, it will automatically create or update the corresponding contact in Delivra, streamlining your client management process and ensuring you always have up-to-date information at your fingertips.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.
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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
