Credit Repair Cloud + Streak
Create Streak contacts from new Credit Repair Cloud clients
Effortlessly keep track of new clients in your Credit Repair Cloud by adding them to Streak as contacts using this helpful workflow. Once set up, each time a new client is added to Credit Repair Cloud, this integration will automatically create a contact in your Streak app, ensuring you have all your important client information in one place for quick access and seamless organization.
Effortlessly keep track of new clients in your Credit Repair Cloud by adding them to Streak as contacts using this helpful workflow. Once set up, each time a new client is added to Credit Repair Cloud, this integration will automatically create a contact in your Streak app, ensuring you have all your important client information in one place for quick access and seamless organization.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Contact to Box
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
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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
