Copper + Credit Repair Cloud
Create and update Copper projects for new Credit Repair Cloud clients
Easily manage your new Credit Repair Cloud clients by connecting them to your Copper projects. With this workflow, whenever a new client is added to Credit Repair Cloud, a project will be created or updated in Copper, keeping your client information organized in one place. Simply set up the automation and enjoy a streamlined process for managing your clients' credit repair projects.
Easily manage your new Credit Repair Cloud clients by connecting them to your Copper projects. With this workflow, whenever a new client is added to Credit Repair Cloud, a project will be created or updated in Copper, keeping your client information organized in one place. Simply set up the automation and enjoy a streamlined process for managing your clients' credit repair projects.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create/Update Project
Creates or Updates a Project depending on the match criteria.
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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
