Add new Credit Repair Cloud clients as contacts in Vision6
Effortlessly manage your growing client list with this seamless workflow between Credit Repair Cloud and Vision6. Whenever a new client is added in Credit Repair Cloud, their contact information will be instantly transferred to Vision6, keeping your marketing efforts organized and up-to-date. Save time and eliminate manual data entry with this streamlined process.
Effortlessly manage your growing client list with this seamless workflow between Credit Repair Cloud and Vision6. Whenever a new client is added in Credit Repair Cloud, their contact information will be instantly transferred to Vision6, keeping your marketing efforts organized and up-to-date. Save time and eliminate manual data entry with this streamlined process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add a Contact
Into a List you choose.
- Free forever for core features
- 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