Credit Repair Cloud + Salesforce
Create Salesforce records for new Credit Repair Cloud clients
Effortlessly keep track of new clients in your Credit Repair Cloud account by adding them as records in Salesforce with this seamless workflow. Once set up, every time a new client is added in Credit Repair Cloud, a corresponding record will be created in Salesforce, simplifying your client management process and ensuring your records are always up to date. Stay organized and save time with this convenient, automated solution.
Effortlessly keep track of new clients in your Credit Repair Cloud account by adding them as records in Salesforce with this seamless workflow. Once set up, every time a new client is added in Credit Repair Cloud, a corresponding record will be created in Salesforce, simplifying your client management process and ensuring your records are always up to date. Stay organized and save time with this convenient, automated solution.
- 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.
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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
