Credit Repair Cloud + Zoho Analytics
Update rows in Zoho Analytics when new clients are added in Credit Repair Cloud
Stay organized and keep your team updated by connecting Credit Repair Cloud to Zoho Analytics through this efficient workflow. Whenever a new client joins your Credit Repair Cloud, this automation updates a row in your Zoho Analytics table with their information. That way, you can keep your team in the loop and ensure smooth client onboarding without manual data entry.
Stay organized and keep your team updated by connecting Credit Repair Cloud to Zoho Analytics through this efficient workflow. Whenever a new client joins your Credit Repair Cloud, this automation updates a row in your Zoho Analytics table with their information. That way, you can keep your team in the loop and ensure smooth client onboarding without manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Row
Update existing row in a Zoho Analytics table.
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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
