Credit Repair Cloud + zipForm Plus
Add new Credit Repair Cloud leads as contacts in zipForm Plus instantly
Effortlessly manage your leads and contacts with this automation between Credit Repair Cloud and zipForm Plus. When a new lead is added in Credit Repair Cloud, this workflow will create a contact in zipForm Plus, ensuring all your client information is organized and easily accessible. Save time by eliminating manual data entry, and focus on providing exceptional service to your clients.
Effortlessly manage your leads and contacts with this automation between Credit Repair Cloud and zipForm Plus. When a new lead is added in Credit Repair Cloud, this workflow will create a contact in zipForm Plus, ensuring all your client information is organized and easily accessible. Save time by eliminating manual data entry, and focus on providing exceptional service to your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Triggers when a new contact is added to a zipForm Address Book.
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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
