Credit Repair Cloud + Salesforce Essentials
Create Salesforce Essentials records for new Credit Repair Cloud clients
Effortlessly maintain your client data with this seamless workflow between Credit Repair Cloud and Salesforce Essentials. When a new client is added in Credit Repair Cloud, a corresponding record will be created in Salesforce Essentials, ensuring all client information is up-to-date across both platforms. Save time and stay organized by automating this process, so you can focus on providing top-notch credit repair services.
Effortlessly maintain your client data with this seamless workflow between Credit Repair Cloud and Salesforce Essentials. When a new client is added in Credit Repair Cloud, a corresponding record will be created in Salesforce Essentials, ensuring all client information is up-to-date across both platforms. Save time and stay organized by automating this process, so you can focus on providing top-notch credit repair services.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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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
