Credit Repair Cloud + Sellsy
Create or update Sellsy companies from new Credit Repair Cloud clients
Effortlessly manage your new clients by connecting Credit Repair Cloud with Sellsy. With this automation, every time you add a new client in Credit Repair Cloud, their information will be used to create or update a company in Sellsy. This seamless process saves you time and ensures all your client information is organized and up-to-date in one place.
Effortlessly manage your new clients by connecting Credit Repair Cloud with Sellsy. With this automation, every time you add a new client in Credit Repair Cloud, their information will be used to create or update a company in Sellsy. This seamless process saves you time and ensures all your client information is organized and up-to-date in one place.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create/Update Company
Creates a new company (prospect or client). Make an update if we found an existing company with provided email.
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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
