Credit Repair Cloud + Redtail CRM
Create new Redtail CRM contacts from Credit Repair Cloud leads
Easily stay on top of new leads from Credit Repair Cloud by creating contacts in Redtail CRM with this seamless workflow. When a lead is added in Credit Repair Cloud, this automation will instantly create a contact in Redtail CRM, ensuring your client information remains organized and up-to-date. With this integration, you can save time and focus on providing exceptional service to your clients.
Easily stay on top of new leads from Credit Repair Cloud by creating contacts in Redtail CRM with this seamless workflow. When a lead is added in Credit Repair Cloud, this automation will instantly create a contact in Redtail CRM, ensuring your client information remains organized and up-to-date. With this integration, you can save time and focus on providing exceptional service to your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- 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
