Create Freshsales Classic contacts from new Credit Repair Cloud clients
Effortlessly maintain your client records with this seamless workflow between Credit Repair Cloud and Freshsales Classic. Every time a new client is added in Credit Repair Cloud, this automation will create a contact in Freshsales Classic, ensuring your sales team always has the most up-to-date information without any manual data entry. Spend more time nurturing leads and less time updating contact details with this streamlined process.
Effortlessly maintain your client records with this seamless workflow between Credit Repair Cloud and Freshsales Classic. Every time a new client is added in Credit Repair Cloud, this automation will create a contact in Freshsales Classic, ensuring your sales team always has the most up-to-date information without any manual data entry. Spend more time nurturing leads and less time updating contact details with this streamlined process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new 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