Credit Repair Cloud + Dovetail
Add new Credit Repair Cloud clients as persons in Dovetail
Easily manage your clients' information across platforms with this seamless workflow between Credit Repair Cloud and Dovetail. Whenever a new client is added in Credit Repair Cloud, their information will be automatically transferred to create a new person in Dovetail. This automation ensures all your client data is consistent across both platforms, saving you valuable time and reducing manual entry errors.
Easily manage your clients' information across platforms with this seamless workflow between Credit Repair Cloud and Dovetail. Whenever a new client is added in Credit Repair Cloud, their information will be automatically transferred to create a new person in Dovetail. This automation ensures all your client data is consistent across both platforms, saving you valuable time and reducing manual entry errors.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Person
Creates a new person in Dovetail.
- Free forever for core features
- 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
