Add new Credit Repair Cloud clients to Salesmsg as contacts
Efficiently manage your new Credit Repair Cloud clients by streamlining their contact information with Salesmsg. This workflow is activated when a new client is added in Credit Repair Cloud, and it creates or updates their contact details in Salesmsg. Save time, reduce manual entry, and ensure accurate data by keeping your contact information up-to-date between these two platforms.
Efficiently manage your new Credit Repair Cloud clients by streamlining their contact information with Salesmsg. This workflow is activated when a new client is added in Credit Repair Cloud, and it creates or updates their contact details in Salesmsg. Save time, reduce manual entry, and ensure accurate data by keeping your contact information up-to-date between these two platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Creates a contact. Can be used to update a contact too.
- 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