Add new Credit Repair Cloud clients to Kulea as contacts
Effortlessly manage your growing client base in Credit Repair Cloud by setting up this automation to create new contacts in Kulea. Whenever you add a new client to Credit Repair Cloud, this workflow will instantly create a corresponding contact in Kulea. Streamline your client onboarding process and ensure all their information stays up to date in both systems with this seamless integration.
Effortlessly manage your growing client base in Credit Repair Cloud by setting up this automation to create new contacts in Kulea. Whenever you add a new client to Credit Repair Cloud, this workflow will instantly create a corresponding contact in Kulea. Streamline your client onboarding process and ensure all their information stays up to date in both systems with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Contact
Create Kulea 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