Credit Repair Cloud + Painel do Corretor
Create deals in Painel do Corretor for new clients in Credit Repair Cloud
Easily manage new clients and deals between Credit Repair Cloud and Painel do Corretor with this efficient workflow. When a new client is added to Credit Repair Cloud, a deal will be created in the Painel do Corretor app, ensuring all crucial information is conveniently available in one place. Streamline your client onboarding process and make tracking deals a breeze with this seamless integration.
Easily manage new clients and deals between Credit Repair Cloud and Painel do Corretor with this efficient workflow. When a new client is added to Credit Repair Cloud, a deal will be created in the Painel do Corretor app, ensuring all crucial information is conveniently available in one place. Streamline your client onboarding process and make tracking deals a breeze with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Deal
Creates a new Deal (Negócio).
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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
