Credit Repair Cloud + Teamwork Desk
Create Teamwork Desk customers from new Credit Repair Cloud clients
Easily manage your new clients on Credit Repair Cloud by creating corresponding customers in Teamwork Desk with this seamless workflow. With each new client added to Credit Repair Cloud, a customer will be automatically created in Teamwork Desk, ensuring that all your client information is up-to-date and in one centralized location. Spend less time on manual data entry and more on providing exceptional service to your customers with this efficient automation.
Easily manage your new clients on Credit Repair Cloud by creating corresponding customers in Teamwork Desk with this seamless workflow. With each new client added to Credit Repair Cloud, a customer will be automatically created in Teamwork Desk, ensuring that all your client information is up-to-date and in one centralized location. Spend less time on manual data entry and more on providing exceptional service to your customers with this efficient automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Creates a new customer.
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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
