Copper + Credit Repair Cloud
Create Copper activities for new Credit Repair Cloud clients
Easily manage your client relationships by connecting Credit Repair Cloud with Copper. With this workflow, every time you add a new client in Credit Repair Cloud, an activity will be created in Copper, helping you keep track of important tasks and ensure efficient client management. Save time and enhance your organization by enabling this seamless connection between platforms.
Easily manage your client relationships by connecting Credit Repair Cloud with Copper. With this workflow, every time you add a new client in Credit Repair Cloud, an activity will be created in Copper, helping you keep track of important tasks and ensure efficient client management. Save time and enhance your organization by enabling this seamless connection between platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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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
