Create Smartsheet rows for new Credit Repair Cloud clients
Easily manage your Credit Repair Cloud client data in Smartsheet with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow sends a row with the pertinent client information to your Smartsheet, keeping your records organized and up-to-date. Save time and streamline your client tracking process, so you can stay focused on improving credit scores and expanding your business.
Easily manage your Credit Repair Cloud client data in Smartsheet with this seamless automation. When you add a new client in Credit Repair Cloud, this workflow sends a row with the pertinent client information to your Smartsheet, keeping your records organized and up-to-date. Save time and streamline your client tracking process, so you can stay focused on improving credit scores and expanding your business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Row
Send a row via 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