Credit Repair Cloud + Kartra
Assign tags to Kartra leads when new clients are added in Credit Repair Cloud
Effortlessly manage your leads between Credit Repair Cloud and Kartra with this seamless workflow. Once a new client is added to Credit Repair Cloud, this automation will assign a tag to the corresponding lead in Kartra, keeping your client information organized and up-to-date. Save time and maintain consistency across both platforms with this useful integration.
Effortlessly manage your leads between Credit Repair Cloud and Kartra with this seamless workflow. Once a new client is added to Credit Repair Cloud, this automation will assign a tag to the corresponding lead in Kartra, keeping your client information organized and up-to-date. Save time and maintain consistency across both platforms with this useful integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Assign Tag to Lead
Assign a lead to tags in your Kartra account.
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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
