Update PhoneBurner contacts when new clients are added to Credit Repair Cloud
Streamline your contact management process by connecting Credit Repair Cloud and PhoneBurner with this efficient workflow. When a new client is added in Credit Repair Cloud, their contact information will be updated in PhoneBurner, ensuring your contact list stays up-to-date. Save time and eliminate manual data entry with this seamless integration that keeps your contacts organized and accurate.
Streamline your contact management process by connecting Credit Repair Cloud and PhoneBurner with this efficient workflow. When a new client is added in Credit Repair Cloud, their contact information will be updated in PhoneBurner, ensuring your contact list stays up-to-date. Save time and eliminate manual data entry with this seamless integration that keeps your contacts organized and accurate.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Contact (Contact ID)
This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts
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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