Add new Credit Repair Cloud clients as contacts in Freshsales Classic
Easily manage your new clients in Credit Repair Cloud by updating your Freshsales Classic contacts with this seamless workflow. Whenever a new client is added in Credit Repair Cloud, their contact information will be automatically created or updated in Freshsales Classic. This time-saving automation streamlines your sales process and ensures your contacts stay organized and up-to-date.
Easily manage your new clients in Credit Repair Cloud by updating your Freshsales Classic contacts with this seamless workflow. Whenever a new client is added in Credit Repair Cloud, their contact information will be automatically created or updated in Freshsales Classic. This time-saving automation streamlines your sales process and ensures your contacts stay organized and up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!
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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