Create new RingByName contacts for every new client in Credit Repair Cloud
Effortlessly manage your new client information with this automation between Credit Repair Cloud and RingByName. When a new client is added in Credit Repair Cloud, their contact information will be instantly added to RingByName, ensuring all client details are up-to-date across both platforms. Streamline your client management process and save valuable time while providing a seamless experience for your clients.
Effortlessly manage your new client information with this automation between Credit Repair Cloud and RingByName. When a new client is added in Credit Repair Cloud, their contact information will be instantly added to RingByName, ensuring all client details are up-to-date across both platforms. Streamline your client management process and save valuable time while providing a seamless experience for your clients.
- When this happens...New Client
Triggered when you add a new client.
- 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