Credit Repair Cloud + Zoho Books
Add new Credit Repair Cloud clients as customers in Zoho Books
Streamline your client onboarding process with this efficient workflow. When you add a new client to Credit Repair Cloud, this automation will seamlessly create a new customer in Zoho Books. Save time and reduce manual data entry, allowing you to focus on providing top-notch service to your credit repair clients.
Streamline your client onboarding process with this efficient workflow. When you add a new client to Credit Repair Cloud, this automation will seamlessly create a new customer in Zoho Books. Save time and reduce manual data entry, allowing you to focus on providing top-notch service to your credit repair clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Creates a new customer.
- 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
