Credit Repair Cloud + Insightly
Add new Credit Repair Cloud clients to Insightly as records
Effortlessly manage your growing client base by connecting Credit Repair Cloud and Insightly. With this workflow, every time you add a new client in Credit Repair Cloud, a record will be created in Insightly for seamless client tracking. Spend less time on manual data entry and more time delivering exceptional service to your clients.
Effortlessly manage your growing client base by connecting Credit Repair Cloud and Insightly. With this workflow, every time you add a new client in Credit Repair Cloud, a record will be created in Insightly for seamless client tracking. Spend less time on manual data entry and more time delivering exceptional service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
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
