Credit Repair Cloud + Pulseem
Create or update Pulseem clients when new clients are added to Credit Repair Cloud
Easily streamline your client management process by connecting Credit Repair Cloud and Pulseem in this seamless workflow. With this automation, every time you add a new client in Credit Repair Cloud, their information will be sent to Pulseem to create or update their client profile. Stay organized and ensure all necessary client data is accurately updated across your platforms.
Easily streamline your client management process by connecting Credit Repair Cloud and Pulseem in this seamless workflow. With this automation, every time you add a new client in Credit Repair Cloud, their information will be sent to Pulseem to create or update their client profile. Stay organized and ensure all necessary client data is accurately updated across your platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Pulseem Interface - Create/Update Client
Create or update a client in a specific group.
- Free forever for core features
- 14 day trial for premium features & apps
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
