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Credit Repair Cloud + Insightly

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.

  1. When this happens...
    Credit Repair CloudCredit Repair Cloud
    New Lead

    Triggered when you add a new lead.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Credit Repair Cloud triggers, actions, and search

    Status Change

    Triggered when you convert status from client to any other status or from any other status to client.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
credit-repair-cloud logo
credit-repair-cloud logo

About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.
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Related categories

  • CRM (Customer Relationship Management)

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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