Credit Repair Cloud + Wise Agent CRM
Update clients in Credit Repair Cloud and add leads in Wise Agent CRM
Effortlessly manage your leads with this seamless workflow between Credit Repair Cloud and Wise Agent CRM. When you update a client in Credit Repair Cloud, this automation ensures your CRM stays up-to-date by updating the corresponding client in Wise Agent CRM. Focus on nurturing leads and minimize manual data entry with this time-saving integration.
Effortlessly manage your leads with this seamless workflow between Credit Repair Cloud and Wise Agent CRM. When you update a client in Credit Repair Cloud, this automation ensures your CRM stays up-to-date by updating the corresponding client in Wise Agent CRM. Focus on nurturing leads and minimize manual data entry with this time-saving integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Add Lead
Adds a new lead.
- 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
