Credit Repair Cloud + Zoho Projects
Create Zoho Projects for new Credit Repair Cloud clients automatically
Easily streamline your project management process when you add new clients to Credit Repair Cloud. With this workflow, every time you create a new client in Credit Repair Cloud, a corresponding project will be created in Zoho Projects. This integration helps keep your team organized and ensures that new clients are set up for success from the start.
Easily streamline your project management process when you add new clients to Credit Repair Cloud. With this workflow, every time you create a new client in Credit Repair Cloud, a corresponding project will be created in Zoho Projects. This integration helps keep your team organized and ensures that new clients are set up for success from the start.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Project
Creates a new Project.
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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
