Credit Repair Cloud + Pipeline CRM
Create Pipeline CRM people from new Credit Repair Cloud clients
Effortlessly keep your client information up-to-date in your Pipeline CRM when you add new clients to Credit Repair Cloud. This workflow activates every time you register a new client in Credit Repair Cloud, updating the corresponding person in Pipeline CRM with the latest details. No more manual data entry or outdated client records, ensuring a seamless and efficient client management process.
Effortlessly keep your client information up-to-date in your Pipeline CRM when you add new clients to Credit Repair Cloud. This workflow activates every time you register a new client in Credit Repair Cloud, updating the corresponding person in Pipeline CRM with the latest details. No more manual data entry or outdated client records, ensuring a seamless and efficient client management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Person
Updates an existing person in your PipelineDeals account.
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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
