Credit Repair Cloud + Intercom
Update Intercom companies when new leads are created in Credit Repair Cloud
Effortlessly keep your customer information up-to-date with this powerful automation. When you receive a new lead in Credit Repair Cloud, this workflow will seamlessly update the company information in Intercom. Stay organized and improve efficiency in handling customer data, so you can focus on providing top-notch service to your clients.
Effortlessly keep your customer information up-to-date with this powerful automation. When you receive a new lead in Credit Repair Cloud, this workflow will seamlessly update the company information in Intercom. Stay organized and improve efficiency in handling customer data, so you can focus on providing top-notch service to your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Company
Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.
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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
