Credit Repair Cloud + Pennylane
Create Pennylane estimates for new Credit Repair Cloud clients
Effortlessly manage your growing client base with this seamless automation between Credit Repair Cloud and Pennylane. Once a new client is added in Credit Repair Cloud, an estimate will be created in Pennylane, making your financial process more efficient and organized. Save time and focus on providing exceptional service for your credit repair clients while ensuring your financial data stays up-to-date.
Effortlessly manage your growing client base with this seamless automation between Credit Repair Cloud and Pennylane. Once a new client is added in Credit Repair Cloud, an estimate will be created in Pennylane, making your financial process more efficient and organized. Save time and focus on providing exceptional service for your credit repair clients while ensuring your financial data stays up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Estimate
Creates a new estimate.
- Free forever for core features
- 14 day trial for premium features & apps
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
