Credit Repair Cloud + Salesforce
Update Salesforce leads when new clients are added in Credit Repair Cloud
Effortlessly keep your Salesforce leads up-to-date with this workflow that activates when a new client is added in Credit Repair Cloud. Once set up, the workflow will update the corresponding Salesforce lead with the new client information, saving you time and ensuring your leads are always accurate and current.
Effortlessly keep your Salesforce leads up-to-date with this workflow that activates when a new client is added in Credit Repair Cloud. Once set up, the workflow will update the corresponding Salesforce lead with the new client information, saving you time and ensuring your leads are always accurate and current.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
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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
