Create/update Sellsy contacts from new Credit Repair Cloud clients
Effortlessly manage your clients' information across platforms with this seamless automation. When a new client is added to Credit Repair Cloud, their contact details will be instantly created or updated in Sellsy. Stay organized and ensure that your client database is always up to date with this efficient workflow.
Effortlessly manage your clients' information across platforms with this seamless automation. When a new client is added to Credit Repair Cloud, their contact details will be instantly created or updated in Sellsy. Stay organized and ensure that your client database is always up to date with this efficient workflow.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create/Update Contact
Creates a new contact. Make an update if we found an existing contact 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