Credit Repair Cloud + Sellsy
Create and update Sellsy contacts for new Credit Repair Cloud leads
Effortlessly manage your leads and contacts with this Credit Repair Cloud to Sellsy automation. When a new lead is added in Credit Repair Cloud, this workflow will create or update a contact in the Sellsy app, ensuring that your client information is always up-to-date and organized. Streamline your processes and focus on providing exceptional service to your credit repair clients.
Effortlessly manage your leads and contacts with this Credit Repair Cloud to Sellsy automation. When a new lead is added in Credit Repair Cloud, this workflow will create or update a contact in the Sellsy app, ensuring that your client information is always up-to-date and organized. Streamline your processes and focus on providing exceptional service to your credit repair clients.
- When this happens...New Lead
Triggered when you add a new lead.
- 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
