Credit Repair Cloud + GatherUp
Create GatherUp customers from new Credit Repair Cloud clients
Easily manage your clients across platforms with this convenient workflow. When a new client is added to Credit Repair Cloud, it will automatically create a customer in GatherUp to keep your records organized and up-to-date. Streamline your client onboarding process and spend less time managing data between systems with this efficient automation.
Easily manage your clients across platforms with this convenient workflow. When a new client is added to Credit Repair Cloud, it will automatically create a customer in GatherUp to keep your records organized and up-to-date. Streamline your client onboarding process and spend less time managing data between systems with this efficient automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Creates a new customer in GatherUp and optionally sends a feedback request.
- Free forever for core features
- 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
