Credit Repair Cloud + Elevated CRM
Credit Repair Cloud + Elevated CRM
Create or update Elevated CRM contacts for new Credit Repair Cloud clients
Effortlessly maintain your client records with this workflow that connects Credit Repair Cloud and Elevated CRM apps. When a new client is added to your Credit Repair Cloud account, this automation will create or update their contact information in Elevated CRM by phone number. Streamline your client management process and ensure their details are always up-to-date in both systems.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create or Update Contact by PhoneCreate Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
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More things you can do with Credit Repair Cloud and Elevated CRM
Discover other triggers and actions you can use with Credit Repair Cloud and Elevated CRM
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite
