Create Insightly records for new Credit Repair Cloud leads
Keep your customer information updated seamlessly with this efficient workflow, which connects Credit Repair Cloud to Insightly. When a new lead is added in Credit Repair Cloud, their record will be updated in Insightly, ensuring accurate and up-to-date information for your contacts. Enhance your customer relationship management and save time by streamlining your data synchronization process.
Keep your customer information updated seamlessly with this efficient workflow, which connects Credit Repair Cloud to Insightly. When a new lead is added in Credit Repair Cloud, their record will be updated in Insightly, ensuring accurate and up-to-date information for your contacts. Enhance your customer relationship management and save time by streamlining your data synchronization process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Record
Updates a Record
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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