Credit Repair Cloud + kvCORE
Create kvCORE contacts for new Credit Repair Cloud clients
Effortlessly manage your contacts and streamline your client onboarding process with this workflow. When you add a new client in Credit Repair Cloud, this automation instantly creates a contact in kvCORE, saving time and ensuring your contacts stay organized. Keep your focus on delivering exceptional credit repair services while maintaining accurate client records in your CRM.
Effortlessly manage your contacts and streamline your client onboarding process with this workflow. When you add a new client in Credit Repair Cloud, this automation instantly creates a contact in kvCORE, saving time and ensuring your contacts stay organized. Keep your focus on delivering exceptional credit repair services while maintaining accurate client records in your CRM.
- When this happens...New Client
Triggered when you add a new client.
- 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
