Credit Repair Cloud + Pipedrive
Update Pipedrive organizations when new clients are added in Credit Repair Cloud
Effortlessly keep your Pipedrive CRM up-to-date with new clients from Credit Repair Cloud using this seamless workflow. Whenever a new client is added to Credit Repair Cloud, their details will be used to update the organization information in Pipedrive. Stay organized and maintain accurate client data across both platforms with this time-saving automation.
Effortlessly keep your Pipedrive CRM up-to-date with new clients from Credit Repair Cloud using this seamless workflow. Whenever a new client is added to Credit Repair Cloud, their details will be used to update the organization information in Pipedrive. Stay organized and maintain accurate client data across both platforms with this time-saving automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Organization
Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.
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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
