Credit Repair Cloud + Realvolve
Create new Realvolve contacts for Credit Repair Cloud clients
Stay organized and efficient by using this workflow to streamline client management when working with Credit Repair Cloud and Realvolve. Whenever a new client is added in Credit Repair Cloud, this automation will create a contact in Realvolve, ensuring you always have up-to-date client information in both systems. Save time and effort with this seamless process, allowing you to focus on providing the best services for your clients.
Stay organized and efficient by using this workflow to streamline client management when working with Credit Repair Cloud and Realvolve. Whenever a new client is added in Credit Repair Cloud, this automation will create a contact in Realvolve, ensuring you always have up-to-date client information in both systems. Save time and effort with this seamless process, allowing you to focus on providing the best services for your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates or updates a contact in your account.
- 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
