Credit Repair Cloud + Redtail CRM
Create Redtail CRM contacts for new Credit Repair Cloud clients
Easily manage your client information by setting up this workflow between Credit Repair Cloud and Redtail CRM. When you add a new client in Credit Repair Cloud, this automation will create a contact in Redtail CRM, ensuring all your records stay consistent and up-to-date. Spend less time on manual data entry and focus more on providing excellent service to your clients.
Easily manage your client information by setting up this workflow between Credit Repair Cloud and Redtail CRM. When you add a new client in Credit Repair Cloud, this automation will create a contact in Redtail CRM, ensuring all your records stay consistent and up-to-date. Spend less time on manual data entry and focus more on providing excellent service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact in your database.
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- 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
