Create RD Station conversion events for new Credit Repair Cloud clients
Efficiently manage your credit repair business by automating the process of registering new clients in RD Station. With this workflow, whenever you add a new client to Credit Repair Cloud, a conversion event will be automatically created in RD Station, helping you save time and stay organized. Keep track of your progress and make data-driven decisions for better customer onboarding and retention.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Conversion EventIt registers a new conversion event for a contact.
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More things you can do with Credit Repair Cloud and RD Station
Discover other triggers and actions you can use with Credit Repair Cloud and RD Station
- 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




