Credit Repair Cloud + RevBoss
Create new RevBoss contacts from Credit Repair Cloud clients
Easily manage your client relationships by creating contacts in RevBoss when new clients are added to Credit Repair Cloud. This efficient workflow helps you maintain your contact list in RevBoss and ensures you never miss an opportunity to expand your client base and streamline your credit repair business.
Easily manage your client relationships by creating contacts in RevBoss when new clients are added to Credit Repair Cloud. This efficient workflow helps you maintain your contact list in RevBoss and ensures you never miss an opportunity to expand your client base and streamline your credit repair business.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact in RevBoss.
- 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
