Create or update iNCOM USA leads when new clients are added in Credit Repair Cloud
Effortlessly manage client information between Credit Repair Cloud and iNCOM USA with this seamless automation. Once a new client is added in Credit Repair Cloud, their details will be used to create or update a lead in iNCOM USA. This streamlines your client management process and ensures your lead data is always accurate and up-to-date.
Effortlessly manage client information between Credit Repair Cloud and iNCOM USA with this seamless automation. Once a new client is added in Credit Repair Cloud, their details will be used to create or update a lead in iNCOM USA. This streamlines your client management process and ensures your lead data is always accurate and up-to-date.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create/Update Lead
Creates a new lead if the contact email is not in the CRM. Updates a contact if it is already in the CRM.
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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