Add new Credit Repair Cloud clients as contacts in Project Broadcast
Effortlessly manage your new client data with this seamless workflow between Credit Repair Cloud and Project Broadcast. When a new client is added in Credit Repair Cloud, their information is immediately transferred to Project Broadcast, creating a new contact. This automation helps save time, enhances data accuracy, and ensures consistent information across both platforms, allowing you to focus more on assisting your clients in repairing their credit.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create ContactCreates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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More things you can do with Credit Repair Cloud and Project Broadcast
Discover other triggers and actions you can use with Credit Repair Cloud and Project Broadcast
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




