Credit Repair Cloud + Salesforce
Update Salesforce contacts when new leads are added in Credit Repair Cloud
Effortlessly manage your leads with this seamless workflow between Credit Repair Cloud and Salesforce. Whenever a new lead is added in Credit Repair Cloud, their contact information will be updated in Salesforce. This way, you can keep your sales team informed and focused on nurturing relationships, without worrying about manual data entry or outdated information.
Effortlessly manage your leads with this seamless workflow between Credit Repair Cloud and Salesforce. Whenever a new lead is added in Credit Repair Cloud, their contact information will be updated in Salesforce. This way, you can keep your sales team informed and focused on nurturing relationships, without worrying about manual data entry or outdated information.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Contact
Updates an existing contact in Salesforce.
- Free forever for core features
- 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
