Credit Repair Cloud + Ontraport
Create or update Ontraport contacts from new Credit Repair Cloud leads
Efficiently manage your new leads from Credit Repair Cloud by seamlessly updating your Ontraport contacts. With this workflow, whenever a new lead is added in Credit Repair Cloud, the contact information will be instantly updated or created in Ontraport. Save time and streamline your sales process by keeping both systems up-to-date with the latest lead information.
Efficiently manage your new leads from Credit Repair Cloud by seamlessly updating your Ontraport contacts. With this workflow, whenever a new lead is added in Credit Repair Cloud, the contact information will be instantly updated or created in Ontraport. Save time and streamline your sales process by keeping both systems up-to-date with the latest lead information.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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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
