Credit Repair Cloud + Jasmin
Update client in Credit Repair Cloud and create or update contacts in Jasmin
Keep your client information up-to-date and organized with this efficient workflow. When you update a client's details in Credit Repair Cloud, it will create or update their contact information in the Jasmin app. This seamless integration ensures your customer records remain accurate and consistent, making it easier to manage relationships and communication.
Keep your client information up-to-date and organized with this efficient workflow. When you update a client's details in Credit Repair Cloud, it will create or update their contact information in the Jasmin app. This seamless integration ensures your customer records remain accurate and consistent, making it easier to manage relationships and communication.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create/Update Contact
Creates a new Contact.
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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
