Create new GigaBook clients from new Credit Repair Cloud clients
Effortlessly keep your client information up-to-date in both Credit Repair Cloud and GigaBook with this streamlined workflow. Whenever you add a new client in Credit Repair Cloud, it will automatically create a new client in GigaBook, ensuring your databases stay consistent and organized. Save time and maintain accurate records without any manual data entry.
Effortlessly keep your client information up-to-date in both Credit Repair Cloud and GigaBook with this streamlined workflow. Whenever you add a new client in Credit Repair Cloud, it will automatically create a new client in GigaBook, ensuring your databases stay consistent and organized. Save time and maintain accurate records without any manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Client
Creates a new client.
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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