Credit Repair Cloud + Follow Up Boss
Add new Credit Repair Cloud clients to Follow Up Boss as contacts without triggering action plans
Easily manage your clients from Credit Repair Cloud in Follow Up Boss with this seamless workflow. When a new client is added in Credit Repair Cloud, their contact information will be instantly updated or created in Follow Up Boss, without triggering any action plans. Stay organized by ensuring your client details are always up-to-date in both systems, saving you time and effort.
Easily manage your clients from Credit Repair Cloud in Follow Up Boss with this seamless workflow. When a new client is added in Credit Repair Cloud, their contact information will be instantly updated or created in Follow Up Boss, without triggering any action plans. Stay organized by ensuring your client details are always up-to-date in both systems, saving you time and effort.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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- 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
