Credit Repair Cloud + LionDesk
Update clients in Credit Repair Cloud and add tags to them in LionDesk
Effortlessly manage your client relationships with this credit repair and real estate workflow. When you update a client's information in Credit Repair Cloud, this automation will instantly add corresponding tags in LionDesk, keeping your contact records organized and up-to-date. Streamline your client management process and enhance communication with this seamless integration.
Effortlessly manage your client relationships with this credit repair and real estate workflow. When you update a client's information in Credit Repair Cloud, this automation will instantly add corresponding tags in LionDesk, keeping your contact records organized and up-to-date. Streamline your client management process and enhance communication with this seamless integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Add Tags
Assign tags to a contact
- Free forever for core features
- 14 day trial for premium features & apps
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
