Credit Repair Cloud + Salesflare
Update Salesflare contacts when new Credit Repair Cloud clients are added
Effortlessly manage your new clients with this Credit Repair Cloud and Salesflare automation. This workflow is triggered when you add a new client in Credit Repair Cloud and then updates their contact information in Salesflare. It saves you time spent on manual data entry and helps keep your customer records always up-to-date.
Effortlessly manage your new clients with this Credit Repair Cloud and Salesflare automation. This workflow is triggered when you add a new client in Credit Repair Cloud and then updates their contact information in Salesflare. It saves you time spent on manual data entry and helps keep your customer records always up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Contact
Updates an existing contact.
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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
