Credit Repair Cloud + Fieldnotes
Add or update Fieldnotes contacts with new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by updating or adding their information to Fieldnotes with this intuitive workflow. Once set up, every time a new lead is added in Credit Repair Cloud, their contact information will seamlessly be updated or created in Fieldnotes. Streamline your contact management process and ensure essential client data remains organized and easily accessible within Fieldnotes.
Effortlessly manage your new leads from Credit Repair Cloud by updating or adding their information to Fieldnotes with this intuitive workflow. Once set up, every time a new lead is added in Credit Repair Cloud, their contact information will seamlessly be updated or created in Fieldnotes. Streamline your contact management process and ensure essential client data remains organized and easily accessible within Fieldnotes.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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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
