Add new Credit Repair Cloud clients as contacts in UpViral
Effortlessly manage your new clients and grow your business with this seamless workflow. When a new client is added in Credit Repair Cloud, this automation instantly creates a contact in UpViral, saving you time and ensuring all client information is consistently updated across both platforms. Say goodbye to manual data entry and focus on delivering exceptional service to your clients.
Effortlessly manage your new clients and grow your business with this seamless workflow. When a new client is added in Credit Repair Cloud, this automation instantly creates a contact in UpViral, saving you time and ensuring all client information is consistently updated across both platforms. Say goodbye to manual data entry and focus on delivering exceptional service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Contact
Adds a new contact to a campaign.
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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