Credit Repair Cloud + Stan
Create new clients in Credit Repair Cloud from new customers in Stan
Streamline your customer onboarding process with this workflow. When a new customer signs up in your Stan app, their details are instantly sent to Credit Repair Cloud to create a new client profile. This process ensures efficient transfer of data and allows you to quickly begin assessing your new customer's credit situation. No longer will there be a need for manual data entry, saving you time and resources.
Streamline your customer onboarding process with this workflow. When a new customer signs up in your Stan app, their details are instantly sent to Credit Repair Cloud to create a new client profile. This process ensures efficient transfer of data and allows you to quickly begin assessing your new customer's credit situation. No longer will there be a need for manual data entry, saving you time and resources.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Client
Adds a new client.
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