Credit Repair Cloud + zipForm Plus
Create new contacts in zipForm Plus for Credit Repair Cloud clients
Efficiently manage your new clients from Credit Repair Cloud by seamlessly adding their information to zipForm Plus. This workflow will activate when a new client is added in Credit Repair Cloud and creates a contact in zipForm Plus, keeping your real estate transactions organized and up to date, so you can focus on providing the best service for your clients.
Efficiently manage your new clients from Credit Repair Cloud by seamlessly adding their information to zipForm Plus. This workflow will activate when a new client is added in Credit Repair Cloud and creates a contact in zipForm Plus, keeping your real estate transactions organized and up to date, so you can focus on providing the best service for your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Triggers when a new contact is added to a zipForm Address Book.
- 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
