Create Top Producer contacts for new Credit Repair Cloud clients
Effortlessly manage your new clients from Credit Repair Cloud by creating a contact in Top Producer with this seamless workflow. Whenever a new client is added to Credit Repair Cloud, this integration will instantly create a contact in Top Producer, helping you keep track of your clients, maintain organized records, and save time on manual data entry. Stay efficient and up-to-date with this smart automation.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Create a ContactCreates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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More things you can do with Credit Repair Cloud and Top Producer
Discover other triggers and actions you can use with Credit Repair Cloud and Top Producer
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




