Credit Repair Cloud + GreenRope
Create or update contacts in GreenRope for new leads in Credit Repair Cloud
Efficiently manage your new leads from Credit Repair Cloud by seamlessly updating the contact information in GreenRope with this workflow. Upon receiving a new lead in Credit Repair Cloud, this automation will either create a new contact or update an existing one in GreenRope to ensure your contact list stays up-to-date. Focus on nurturing relationships while this integration takes care of keeping your contact information organized.
Efficiently manage your new leads from Credit Repair Cloud by seamlessly updating the contact information in GreenRope with this workflow. Upon receiving a new lead in Credit Repair Cloud, this automation will either create a new contact or update an existing one in GreenRope to ensure your contact list stays up-to-date. Focus on nurturing relationships while this integration takes care of keeping your contact information organized.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact
Creates a new contact, updates an existing contact if exists.
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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
