Create or update Woodpecker.co prospects when new clients are added in Credit Repair Cloud
Streamline your client onboarding process with this efficient workflow. When a new client is added to Credit Repair Cloud, their information will be instantly used to create or update a prospect in Woodpecker.co. This way, you can easily manage your email campaigns and stay on top of your client acquisition strategy without manual effort.
Streamline your client onboarding process with this efficient workflow. When a new client is added to Credit Repair Cloud, their information will be instantly used to create or update a prospect in Woodpecker.co. This way, you can easily manage your email campaigns and stay on top of your client acquisition strategy without manual effort.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create/Update Prospect in Campaign
Adds a new prospect or updates existing prospect's data in a campaign of choice.
- 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