Update client in Credit Repair Cloud and create a contact in Top Producer for seamless data management
Easily maintain accurate client information across your Credit Repair Cloud and Top Producer accounts. With this workflow, whenever a client is updated in Credit Repair Cloud, their contact details will be instantly created or updated in Top Producer. This saves you time, reduces manual entry, and ensures that your contact records are always up-to-date.
- When this happens...Update ClientTriggered when you update a 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




