Create or update Smart Alto contacts from new Credit Repair Cloud leads
Effortlessly manage your leads and contacts with this seamless workflow connecting Credit Repair Cloud and Smart Alto. When a new lead appears in Credit Repair Cloud, the contact will be created or updated in Smart Alto, ensuring your records stay accurate and up-to-date. Enhance your lead management process and save time with this handy automation.
Effortlessly manage your leads and contacts with this seamless workflow connecting Credit Repair Cloud and Smart Alto. When a new lead appears in Credit Repair Cloud, the contact will be created or updated in Smart Alto, ensuring your records stay accurate and up-to-date. Enhance your lead management process and save time with this handy automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact
Сreate a new contact or update an existing one
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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