Create new Nutshell companies for new Credit Repair Cloud clients
Easily expand your customer base with this seamless workflow between Credit Repair Cloud and Nutshell. When a new client is added in Credit Repair Cloud, a corresponding company will be created in Nutshell, ensuring that your sales team has all the necessary information to nurture and build relationships with new clients. Stay organized and efficient while growing your business with this simple automation.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create CompanyCreates a new Company.
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More things you can do with Credit Repair Cloud and Nutshell
Discover other triggers and actions you can use with Credit Repair Cloud and Nutshell
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite






