Create or update Yodel.io Phone System contacts for new Credit Repair Cloud clients
Effortlessly manage new clients in your Credit Repair Cloud app by connecting it to the Yodel.io Phone System app. With this automation, whenever a new client is added to Credit Repair Cloud, they will be instantly created or updated as a contact in Yodel.io Phone System, ensuring your phone system is always up-to-date with your client information. Save time and stay organized by streamlining your client management process.
Effortlessly manage new clients in your Credit Repair Cloud app by connecting it to the Yodel.io Phone System app. With this automation, whenever a new client is added to Credit Repair Cloud, they will be instantly created or updated as a contact in Yodel.io Phone System, ensuring your phone system is always up-to-date with your client information. Save time and stay organized by streamlining your client management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Creates or updates a contact.
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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