Create prospects in The Customer Factor for new clients in Credit Repair Cloud
Effortlessly manage your new clients in Credit Repair Cloud and The Customer Factor with this seamless workflow. When you add a new client in Credit Repair Cloud, it will also create a prospect in The Customer Factor, keeping your records up-to-date and simplifying your onboarding process. Spend less time on manual data entry and focus on what truly matters - helping your clients improve their credit scores.
Effortlessly manage your new clients in Credit Repair Cloud and The Customer Factor with this seamless workflow. When you add a new client in Credit Repair Cloud, it will also create a prospect in The Customer Factor, keeping your records up-to-date and simplifying your onboarding process. Spend less time on manual data entry and focus on what truly matters - helping your clients improve their credit scores.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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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