Update Credit Repair Cloud clients and add or update corresponding Sperse contacts
Effortlessly keep your client details updated with this seamless workflow between Credit Repair Cloud and Sperse. Whenever you update a client in Credit Repair Cloud, their contact information will be added or updated in Sperse, ensuring your database is always accurate and up-to-date. Streamline your client management process and save time with this easy-to-use automation.
Effortlessly keep your client details updated with this seamless workflow between Credit Repair Cloud and Sperse. Whenever you update a client in Credit Repair Cloud, their contact information will be added or updated in Sperse, ensuring your database is always accurate and up-to-date. Streamline your client management process and save time with this easy-to-use automation.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Add or Update 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