Credit Repair Cloud + Google Sheets
Update client information in Credit Repair Cloud and create a new row in Google Sheets for each update
When a client's details are updated in Credit Repair Cloud, this workflow instantly organizes the information into a new row on Google Sheets. This automation bridges the gap between the two platforms, freeing you from the manual obligation of data entry while ensuring realtime updates in your spreadsheet. As a result, you can keep track of all changes easily and focus more on effective credit repair strategies.
When a client's details are updated in Credit Repair Cloud, this workflow instantly organizes the information into a new row on Google Sheets. This automation bridges the gap between the two platforms, freeing you from the manual obligation of data entry while ensuring realtime updates in your spreadsheet. As a result, you can keep track of all changes easily and focus more on effective credit repair strategies.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
