Credit Repair Cloud + Method CRM
Create a new Method CRM activity for each new Credit Repair Cloud client
Effortlessly track your new clients in Credit Repair Cloud by adding their activities to Method CRM. With this streamlined workflow, every time a new client is added in Credit Repair Cloud, an activity will be created in Method CRM, keeping your customer engagement organized and up-to-date. Save time and enhance client management with this seamless integration.
Effortlessly track your new clients in Credit Repair Cloud by adding their activities to Method CRM. With this streamlined workflow, every time a new client is added in Credit Repair Cloud, an activity will be created in Method CRM, keeping your customer engagement organized and up-to-date. Save time and enhance client management with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Activity
Adds a new activity.
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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
