Create contacts in Revaluate for new leads in Credit Repair Cloud
Effortlessly manage your leads and contacts between Credit Repair Cloud and Revaluate with this seamless workflow. Whenever a new lead is created in Credit Repair Cloud, a contact will be instantly created in Revaluate, streamlining your lead management process and ensuring no important connections are missed. Save time and enhance efficiency by integrating these two powerful platforms together.
Effortlessly manage your leads and contacts between Credit Repair Cloud and Revaluate with this seamless workflow. Whenever a new lead is created in Credit Repair Cloud, a contact will be instantly created in Revaluate, streamlining your lead management process and ensuring no important connections are missed. Save time and enhance efficiency by integrating these two powerful platforms together.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a Contact
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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