Credit Repair Cloud + Freshsales Classic
Update Freshsales Classic contacts when Credit Repair Cloud clients change
Effortlessly keep your Freshsales Classic contacts up to date with this handy workflow. Whenever you update a client's information in Credit Repair Cloud, this automation will simultaneously update the corresponding contact in Freshsales Classic, ensuring your records are always accurate and consistent. Save time and boost efficiency by having your contact updates handled seamlessly across both platforms.
Effortlessly keep your Freshsales Classic contacts up to date with this handy workflow. Whenever you update a client's information in Credit Repair Cloud, this automation will simultaneously update the corresponding contact in Freshsales Classic, ensuring your records are always accurate and consistent. Save time and boost efficiency by having your contact updates handled seamlessly across both platforms.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Update Contact
Updates an existing contact.
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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
