Credit Repair Cloud + kvCORE
Add new Credit Repair Cloud leads to kvCORE as contacts
Effortlessly streamline your lead management process with this automation that connects Credit Repair Cloud and kvCORE. Whenever a new lead is added in Credit Repair Cloud, this workflow creates a contact in kvCORE, ensuring you always have up-to-date information in both systems. Save time and stay organized by integrating these essential tools for your business.
Effortlessly streamline your lead management process with this automation that connects Credit Repair Cloud and kvCORE. Whenever a new lead is added in Credit Repair Cloud, this workflow creates a contact in kvCORE, ensuring you always have up-to-date information in both systems. Save time and stay organized by integrating these essential tools for your business.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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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
