Update Salesforce records when new clients are added in Credit Repair Cloud
Streamline your client management process by connecting Credit Repair Cloud with Salesforce. With this efficient workflow, every time you add a new client on Credit Repair Cloud, their information will be seamlessly updated as a record in Salesforce. Stay organized and ensure your sales team has accurate, up-to-date client data to enhance customer relations and boost sales performance.
Streamline your client management process by connecting Credit Repair Cloud with Salesforce. With this efficient workflow, every time you add a new client on Credit Repair Cloud, their information will be seamlessly updated as a record in Salesforce. Stay organized and ensure your sales team has accurate, up-to-date client data to enhance customer relations and boost sales performance.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, 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