Credit Repair Cloud + Freshsales Suite
Create notes for new Credit Repair Cloud clients in Freshsales Suite deals
Stay organized and effortlessly keep track of crucial client details with this seamless workflow. When you add a new client to Credit Repair Cloud, the automation creates and attaches a note to the corresponding deal in Freshsales Suite. This not only centralizes all relevant client information but also saves valuable time and effort that would have been spent on manual updates.
Stay organized and effortlessly keep track of crucial client details with this seamless workflow. When you add a new client to Credit Repair Cloud, the automation creates and attaches a note to the corresponding deal in Freshsales Suite. This not only centralizes all relevant client information but also saves valuable time and effort that would have been spent on manual updates.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Note to Deal
Adds a note to a deal.
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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
