Credit Repair Cloud + Salesmate
Create Salesmate activities for new Credit Repair Cloud clients
Effortlessly stay on top of your credit repair client management with this efficient workflow. When you add a new client in Credit Repair Cloud, an activity will be instantly created in Salesmate, ensuring your team can easily track their progress and communication. Save time and streamline your processes with this seamless connection between Credit Repair Cloud and Salesmate.
Effortlessly stay on top of your credit repair client management with this efficient workflow. When you add a new client in Credit Repair Cloud, an activity will be instantly created in Salesmate, ensuring your team can easily track their progress and communication. Save time and streamline your processes with this seamless connection between Credit Repair Cloud and Salesmate.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Activity
Creates a new Activity, probably with input from previous steps.
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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
