Credit Repair Cloud + PhoneBurner
Create PhoneBurner contacts from new Credit Repair Cloud clients
Easily manage your client data between Credit Repair Cloud and PhoneBurner with this seamless workflow. When you add a new client in Credit Repair Cloud, a new contact is created in PhoneBurner, ensuring all your client information is up-to-date and easily accessible in both platforms. This time-saving automation streamlines your client management process and improves efficiency.
Easily manage your client data between Credit Repair Cloud and PhoneBurner with this seamless workflow. When you add a new client in Credit Repair Cloud, a new contact is created in PhoneBurner, ensuring all your client information is up-to-date and easily accessible in both platforms. This time-saving automation streamlines your client management process and improves efficiency.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact.
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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
