Create accounts in Spotler CRM for new clients in Credit Repair Cloud
Effortlessly streamline your client management process with this workflow that connects Credit Repair Cloud and Spotler CRM. When you add a new client in Credit Repair Cloud, an account is created in Spotler CRM, ensuring your customer data stays organized and up-to-date. Save time and simplify your workflow with this seamless automation.
Effortlessly streamline your client management process with this workflow that connects Credit Repair Cloud and Spotler CRM. When you add a new client in Credit Repair Cloud, an account is created in Spotler CRM, ensuring your customer data stays organized and up-to-date. Save time and simplify your workflow with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Account
Finds an account within your CRM.
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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