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.
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 Client
Triggered when you add a new client.
- automatically do this!Create Account
Create an Account in SharpSpring.
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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