Create or update Keap contacts from new leads in Credit Repair Cloud
Streamline your lead management process with this efficient workflow. Once a new lead enters your Credit Repair Cloud system, it promptly creates or updates the respective contact information in Keap. This automation saves you time by reducing manual data entry and lets you concentrate on nurturing relationships with your clients while ensuring all contact information remains current. A practical solution to optimize your lead handling efficiency.
Streamline your lead management process with this efficient workflow. Once a new lead enters your Credit Repair Cloud system, it promptly creates or updates the respective contact information in Keap. This automation saves you time by reducing manual data entry and lets you concentrate on nurturing relationships with your clients while ensuring all contact information remains current. A practical solution to optimize your lead handling efficiency.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing 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