Credit Repair Cloud + Warm Welcome
Create or update Warm Welcome contacts with new Credit Repair Cloud clients
Effortlessly keep your client information up-to-date between Credit Repair Cloud and Warm Welcome with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, their contact details will be automatically created or updated in Warm Welcome. This way, you can save time and make sure that your contact list is consistently organized and accessible across both platforms.
Effortlessly keep your client information up-to-date between Credit Repair Cloud and Warm Welcome with this seamless workflow. Whenever you add a new client in Credit Repair Cloud, their contact details will be automatically created or updated in Warm Welcome. This way, you can save time and make sure that your contact list is consistently organized and accessible across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Creates a contact and updates if not found.
- 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
