Credit Repair Cloud + Sperse
Create or update Sperse contacts for new Credit Repair Cloud clients
Effortlessly keep your client information up to date between Credit Repair Cloud and Sperse with this automation. Whenever a new client is added to Credit Repair Cloud, their contact details will be automatically added or updated in the Sperse app. Streamline your workflow and save time managing your contacts, so you can focus on providing quality service to your clients.
Effortlessly keep your client information up to date between Credit Repair Cloud and Sperse with this automation. Whenever a new client is added to Credit Repair Cloud, their contact details will be automatically added or updated in the Sperse app. Streamline your workflow and save time managing your contacts, so you can focus on providing quality service to your clients.
- When this happens...New Client
Triggered when you add a new 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
