Credit Repair Cloud + Teamleader Focus
Create Teamleader Focus contacts for new Credit Repair Cloud clients and link them to companies
Streamline your client onboarding process by connecting Credit Repair Cloud and Teamleader Focus. With this automation, whenever a new client is added in Credit Repair Cloud, their contact information will be linked to the appropriate company in Teamleader Focus. This helps you keep client information organized, and saves time by eliminating manual data entry.
Streamline your client onboarding process by connecting Credit Repair Cloud and Teamleader Focus. With this automation, whenever a new client is added in Credit Repair Cloud, their contact information will be linked to the appropriate company in Teamleader Focus. This helps you keep client information organized, and saves time by eliminating manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Link Contact to Company
Links a contact to a company.
- Free forever for core features
- 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
