Credit Repair Cloud + Freshsales Classic
Update client in Credit Repair Cloud and automatically update account in Freshsales Classic
Effortlessly keep your client data up-to-date with this streamlined workflow between Credit Repair Cloud and Freshsales Classic. When a client's information is updated in Credit Repair Cloud, their account details will be automatically updated in Freshsales Classic too, ensuring that your sales team always has the latest details at their fingertips. Say goodbye to manual data entry and keep your focus on serving your clients.
Effortlessly keep your client data up-to-date with this streamlined workflow between Credit Repair Cloud and Freshsales Classic. When a client's information is updated in Credit Repair Cloud, their account details will be automatically updated in Freshsales Classic too, ensuring that your sales team always has the latest details at their fingertips. Say goodbye to manual data entry and keep your focus on serving your clients.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Update Account
Updates an existing account.
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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
