Credit Repair Cloud + Routee
Create or update Routee contacts for new Credit Repair Cloud clients
Effortlessly keep your Routee contacts up-to-date with this handy workflow. Whenever a new client is added in Credit Repair Cloud, their information will be used to create or update a contact in Routee. Simplifying your client management and ensuring you always have the latest data at your fingertips.
Effortlessly keep your Routee contacts up-to-date with this handy workflow. Whenever a new client is added in Credit Repair Cloud, their information will be used to create or update a contact in Routee. Simplifying your client management and ensuring you always have the latest data at your fingertips.
- When this happens...New Client
Triggered when you add a new client.
- 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
