Credit Repair Cloud + SalesRabbit
Update SalesRabbit leads when new Credit Repair Cloud clients are added
Effortlessly keep your SalesRabbit leads up to date when you add new clients in Credit Repair Cloud. With this workflow, each time a new client is created in Credit Repair Cloud, their information will be used to update a lead in SalesRabbit, ensuring your sales team has the latest client details without manual intervention. Reduce data entry errors and focus on what really matters, like closing deals and fostering client relationships.
Effortlessly keep your SalesRabbit leads up to date when you add new clients in Credit Repair Cloud. With this workflow, each time a new client is created in Credit Repair Cloud, their information will be used to update a lead in SalesRabbit, ensuring your sales team has the latest client details without manual intervention. Reduce data entry errors and focus on what really matters, like closing deals and fostering client relationships.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Lead
Updates a lead.
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- 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
