Create Karbon organization contacts for new Credit Repair Cloud leads
Efficiently manage your credit repair leads by instantly updating your Karbon app with new contacts from Credit Repair Cloud. With this automation, every time a new lead is added within Credit Repair Cloud, their information will be used to update organization contacts in the Karbon app. Stay organized and ensure seamless lead tracking while saving time on manual entry.
Efficiently manage your credit repair leads by instantly updating your Karbon app with new contacts from Credit Repair Cloud. With this automation, every time a new lead is added within Credit Repair Cloud, their information will be used to update organization contacts in the Karbon app. Stay organized and ensure seamless lead tracking while saving time on manual entry.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!
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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