Credit Repair Cloud + Karbon
Create Karbon organization contacts for new Credit Repair Cloud clients
Effortlessly streamline your client management process with this workflow between Credit Repair Cloud and Karbon. When a new client is added in Credit Repair Cloud, an organization contact will be created in Karbon, ensuring all your client information stays organized and up-to-date. Say goodbye to manual data entry and keep your focus on providing top-notch credit repair services.
Effortlessly streamline your client management process with this workflow between Credit Repair Cloud and Karbon. When a new client is added in Credit Repair Cloud, an organization contact will be created in Karbon, ensuring all your client information stays organized and up-to-date. Say goodbye to manual data entry and keep your focus on providing top-notch credit repair services.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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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
