Credit Repair Cloud + TextP2P
Create TextP2P contacts for new Credit Repair Cloud leads
Effortlessly keep track of new leads in your credit repair business and streamline your communication process with this automation workflow. When a new lead is added in Credit Repair Cloud, it will instantly create a contact in TextP2P, ensuring that you have all the necessary information to follow up and engage with potential clients without missing a beat. Save time, stay organized, and improve your customer relationship management with this seamless integration.
Effortlessly keep track of new leads in your credit repair business and streamline your communication process with this automation workflow. When a new lead is added in Credit Repair Cloud, it will instantly create a contact in TextP2P, ensuring that you have all the necessary information to follow up and engage with potential clients without missing a beat. Save time, stay organized, and improve your customer relationship management with this seamless integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Contact
Creates a Contact associated to a list within TextP2P
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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
