Credit Repair Cloud + InfluencerSoft
Update clients in Credit Repair Cloud and add/update leads in InfluencerSoft
Keep your lead management smooth and efficient by connecting your Credit Repair Cloud and InfluencerSoft apps. With this workflow, every time a client is updated in Credit Repair Cloud, their information will be added or updated as a lead in InfluencerSoft. This seamless connection ensures your leads are always organized and up to date, allowing you to focus on growing your business.
Keep your lead management smooth and efficient by connecting your Credit Repair Cloud and InfluencerSoft apps. With this workflow, every time a client is updated in Credit Repair Cloud, their information will be added or updated as a lead in InfluencerSoft. This seamless connection ensures your leads are always organized and up to date, allowing you to focus on growing your business.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Add/Update Lead
Add a new lead to a list of your choosing. Can be used to update an existing lead too.
- Free forever for core features
- 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
