Credit Repair Cloud + Microsoft Dynamics 365 CRM
Create accounts in Microsoft Dynamics 365 CRM for new clients in Credit Repair Cloud
Effortlessly streamline your client onboarding process with this workflow between Credit Repair Cloud and Microsoft Dynamics 365 CRM. When a new client is added in Credit Repair Cloud, an account is created for them in Microsoft Dynamics 365 CRM, keeping your customer data organized and up-to-date. Save time and ensure consistency in managing client information across both platforms.
Effortlessly streamline your client onboarding process with this workflow between Credit Repair Cloud and Microsoft Dynamics 365 CRM. When a new client is added in Credit Repair Cloud, an account is created for them in Microsoft Dynamics 365 CRM, keeping your customer data organized and up-to-date. Save time and ensure consistency in managing client information across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Account
Creates a new account.
- 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
