Credit Repair Cloud + SweetAssist
Create SweetAssist contacts from new Credit Repair Cloud leads
Easily streamline your lead management process with this Credit Repair Cloud to SweetAssist workflow. When a new lead is added in Credit Repair Cloud, a contact is automatically created in SweetAssist, keeping your customer data organized in one place. Save time, minimize manual data entry, and ensure a seamless transition of lead information between platforms with this efficient automation.
Easily streamline your lead management process with this Credit Repair Cloud to SweetAssist workflow. When a new lead is added in Credit Repair Cloud, a contact is automatically created in SweetAssist, keeping your customer data organized in one place. Save time, minimize manual data entry, and ensure a seamless transition of lead information between platforms with this efficient automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
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
