Credit Repair Cloud + Harvest
Add new Credit Repair Cloud clients as contacts in Harvest
Effortlessly manage your client information by connecting Credit Repair Cloud with Harvest. With this workflow, each time a new client is added to Credit Repair Cloud, their contact details will be created in your Harvest account, saving you time and ensuring a consistent flow of client data between the two platforms. Focus on serving your clients without worrying about manual data entry.
Effortlessly manage your client information by connecting Credit Repair Cloud with Harvest. With this workflow, each time a new client is added to Credit Repair Cloud, their contact details will be created in your Harvest account, saving you time and ensuring a consistent flow of client data between the two platforms. Focus on serving your clients without worrying about manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a 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
