Create new SharpSpring accounts for Credit Repair Cloud clients
Effortlessly manage your new clients by connecting Credit Repair Cloud with SharpSpring. With this workflow, whenever you get a new client in Credit Repair Cloud, a corresponding account in SharpSpring will be created for seamless client tracking and engagement. This way, you can focus on delivering excellent credit repair services while ensuring your marketing efforts are well aligned.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create AccountCreate an Account in SharpSpring.
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More things you can do with Credit Repair Cloud and SharpSpring
Discover other triggers and actions you can use with Credit Repair Cloud and SharpSpring
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




