Credit Repair Cloud + Salesmate
Update Salesmate contacts when new leads emerge in Credit Repair Cloud
Effortlessly manage your leads from Credit Repair Cloud and Salesmate with this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will update the contact information in Salesmate, keeping your customer data up-to-date and ensuring your team always has the most relevant information at their fingertips. Save time and boost efficiency by streamlining your lead management process with this powerful integration.
Effortlessly manage your leads from Credit Repair Cloud and Salesmate with this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will update the contact information in Salesmate, keeping your customer data up-to-date and ensuring your team always has the most relevant information at their fingertips. Save time and boost efficiency by streamlining your lead management process with this powerful integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Contact
Triggers when a new contact update is found.
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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
