Credit Repair Cloud + kvCORE
Update kvCORE contacts when new Credit Repair Cloud leads are created
Effortlessly maintain your contact list in kvCORE when a new lead is added to Credit Repair Cloud. With this workflow, each time a new lead is created in Credit Repair Cloud, their information will be seamlessly updated in your kvCORE contacts. Stay organized and save time by streamlining your lead management process with this handy automation.
Effortlessly maintain your contact list in kvCORE when a new lead is added to Credit Repair Cloud. With this workflow, each time a new lead is created in Credit Repair Cloud, their information will be seamlessly updated in your kvCORE contacts. Stay organized and save time by streamlining your lead management process with this handy automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Contact
Updates a new contact within an 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
