Create Zoho CRM module entries from new Credit Repair Cloud clients
Easily keep your client data up-to-date between Credit Repair Cloud and Zoho CRM with this efficient workflow. Whenever you add a new client in Credit Repair Cloud, their information is instantly updated in the corresponding module entry in Zoho CRM. Simplify your process and ensure accurate information across both platforms with this seamless integration.
Easily keep your client data up-to-date between Credit Repair Cloud and Zoho CRM with this efficient workflow. Whenever you add a new client in Credit Repair Cloud, their information is instantly updated in the corresponding module entry in Zoho CRM. Simplify your process and ensure accurate information across both platforms with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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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