Credit Repair Cloud + PracticePanther Legal Software
Create new PracticePanther Legal Software contacts for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by creating contacts in PracticePanther Legal Software with this seamless workflow. When a new lead is added in Credit Repair Cloud, a contact will be created in PracticePanther, keeping your legal client database up-to-date and organized. Streamline your client onboarding process and spend more time focusing on helping your clients improve their credit.
Effortlessly manage your new leads from Credit Repair Cloud by creating contacts in PracticePanther Legal Software with this seamless workflow. When a new lead is added in Credit Repair Cloud, a contact will be created in PracticePanther, keeping your legal client database up-to-date and organized. Streamline your client onboarding process and spend more time focusing on helping your clients improve their credit.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a 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
