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.
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 Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact by Phone
Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
- 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
