Add new Credit Repair Cloud clients to GreenRope as contacts
Streamline your client management process by effortlessly keeping your GreenRope contacts updated with new clients from Credit Repair Cloud. With this automation, each time a new client is added in Credit Repair Cloud, the corresponding contact will be created or updated in your GreenRope app. Save time and maintain organized, easily accessible contact lists across both platforms.
Streamline your client management process by effortlessly keeping your GreenRope contacts updated with new clients from Credit Repair Cloud. With this automation, each time a new client is added in Credit Repair Cloud, the corresponding contact will be created or updated in your GreenRope app. Save time and maintain organized, easily accessible contact lists across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- 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