Credit Repair Cloud + MarketSharp
Update clients in Credit Repair Cloud and submit leads in MarketSharp
Effortlessly maintain your client records and enhance lead management with this seamless workflow between Credit Repair Cloud and MarketSharp. Whenever you update a client in Credit Repair Cloud, this automation will promptly submit a lead in MarketSharp to keep your prospect pipeline flowing. Save time and stay organized, while eliminating the need for manual data entry.
Effortlessly maintain your client records and enhance lead management with this seamless workflow between Credit Repair Cloud and MarketSharp. Whenever you update a client in Credit Repair Cloud, this automation will promptly submit a lead in MarketSharp to keep your prospect pipeline flowing. Save time and stay organized, while eliminating the need for manual data entry.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Submit Lead
Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the 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
