Credit Repair Cloud + EngageBay Marketing
Add new Credit Repair Cloud clients to EngageBay Marketing as contacts
Effortlessly manage your marketing contacts whenever you add a new client in Credit Repair Cloud. With this workflow, as soon as a new client is added to Credit Repair Cloud, their information is seamlessly transferred to EngageBay Marketing, either creating a new contact or updating an existing one. Save time and keep your marketing contacts up to date by streamlining your data transfer process.
Effortlessly manage your marketing contacts whenever you add a new client in Credit Repair Cloud. With this workflow, as soon as a new client is added to Credit Repair Cloud, their information is seamlessly transferred to EngageBay Marketing, either creating a new contact or updating an existing one. Save time and keep your marketing contacts up to date by streamlining your data transfer process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
- 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
