Credit Repair Cloud + HL Pro Tools
Create new HL Pro Tools contacts when Credit Repair Cloud adds new clients
Effortlessly manage your new clients from Credit Repair Cloud by creating a contact in the HL Pro Tools app with this seamless workflow. Once activated, whenever you add a new client in Credit Repair Cloud, a contact will be promptly created in HL Pro Tools, ensuring all essential information is transferred effectively. Focus on delivering exceptional service to your growing clientele, while this automation takes care of organizing crucial data.
Effortlessly manage your new clients from Credit Repair Cloud by creating a contact in the HL Pro Tools app with this seamless workflow. Once activated, whenever you add a new client in Credit Repair Cloud, a contact will be promptly created in HL Pro Tools, ensuring all essential information is transferred effectively. Focus on delivering exceptional service to your growing clientele, while this automation takes care of organizing crucial data.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Create a New Contact for selected location with given details
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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
