Credit Repair Cloud + Routee
Create or update Routee contacts for new Credit Repair Cloud leads
Effortlessly manage your leads from Credit Repair Cloud by using this workflow to create or update contacts in Routee. When a new lead is added in Credit Repair Cloud, the contact information is instantly updated in Routee, ensuring seamless communication and organization. Streamline your lead management processes with this convenient automation.
Effortlessly manage your leads from Credit Repair Cloud by using this workflow to create or update contacts in Routee. When a new lead is added in Credit Repair Cloud, the contact information is instantly updated in Routee, ensuring seamless communication and organization. Streamline your lead management processes with this convenient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing 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
