Update Credit Repair Cloud clients and create Keap companies
Effortlessly maintain organization between your Credit Repair Cloud and Keap data with this efficient workflow. When you update client information in Credit Repair Cloud, the corresponding client in your Keap account is updated to reflect the changes. This process ensures your client data remains current across both platforms, saving you valuable time and minimizing manual data entry errors.
Effortlessly maintain organization between your Credit Repair Cloud and Keap data with this efficient workflow. When you update client information in Credit Repair Cloud, the corresponding client in your Keap account is updated to reflect the changes. This process ensures your client data remains current across both platforms, saving you valuable time and minimizing manual data entry errors.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Company
Creates a Company
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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