Credit Repair Cloud + Crystal Ball
Update clients in Credit Repair Cloud and create annotations in Crystal Ball
Stay on top of your credit repair business with this streamlined workflow that connects Credit Repair Cloud and Crystal Ball apps. Whenever you update a client in Credit Repair Cloud, an annotation will be created in Crystal Ball, keeping you informed and organized. Save time with this efficient automation and ensure your client files are always up-to-date.
Stay on top of your credit repair business with this streamlined workflow that connects Credit Repair Cloud and Crystal Ball apps. Whenever you update a client in Credit Repair Cloud, an annotation will be created in Crystal Ball, keeping you informed and organized. Save time with this efficient automation and ensure your client files are always up-to-date.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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- 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
