Credit Repair Cloud + Simpro
Create Simpro contacts for new Credit Repair Cloud clients
Effortlessly manage your client information by integrating Credit Repair Cloud and Simpro with this seamless workflow. When you add a new client in Credit Repair Cloud, a contact will be created in Simpro automatically. This streamlined process helps you save time, maintain accurate records, and enhances overall efficiency in managing client data across different platforms.
Effortlessly manage your client information by integrating Credit Repair Cloud and Simpro with this seamless workflow. When you add a new client in Credit Repair Cloud, a contact will be created in Simpro automatically. This streamlined process helps you save time, maintain accurate records, and enhances overall efficiency in managing client data across different platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact.
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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
