Credit Repair Cloud + Intercom
Create Intercom companies from new Credit Repair Cloud clients
Keep your Intercom company information up-to-date when you add a new client in Credit Repair Cloud with this seamless workflow. Every time a client is registered in Credit Repair Cloud, their details will be used to update the corresponding company information in Intercom, allowing for an efficient process in managing client records across both platforms.
Keep your Intercom company information up-to-date when you add a new client in Credit Repair Cloud with this seamless workflow. Every time a client is registered in Credit Repair Cloud, their details will be used to update the corresponding company information in Intercom, allowing for an efficient process in managing client records across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- 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
