Update clients in Credit Repair Cloud and add/update leads in InfluencerSoft
Keep your lead management smooth and efficient by connecting your Credit Repair Cloud and InfluencerSoft apps. With this workflow, every time a client is updated in Credit Repair Cloud, their information will be added or updated as a lead in InfluencerSoft. This seamless connection ensures your leads are always organized and up to date, allowing you to focus on growing your business.
- When this happens...Update ClientTriggered when you update a client.
- automatically do this!Add/Update LeadAdd a new lead to a list of your choosing. Can be used to update an existing lead too.
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More things you can do with Credit Repair Cloud and InfluencerSoft
Discover other triggers and actions you can use with Credit Repair Cloud and InfluencerSoft
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




