Add new Credit Repair Cloud clients as contacts in JobNimbus
Effortlessly manage your client relationships with this seamless workflow between Credit Repair Cloud and JobNimbus. When a new client is added in Credit Repair Cloud, a contact will be created in JobNimbus, making it easy to keep track of your growing client base and maintain a centralized and organized database. Save time and eliminate manual data entry, so you can focus on what matters most: providing exceptional service to your clients.
Effortlessly manage your client relationships with this seamless workflow between Credit Repair Cloud and JobNimbus. When a new client is added in Credit Repair Cloud, a contact will be created in JobNimbus, making it easy to keep track of your growing client base and maintain a centralized and organized database. Save time and eliminate manual data entry, so you can focus on what matters most: providing exceptional service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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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