Credit Repair Cloud + Sarbacane Engage
Create contacts in Engage for new clients in Credit Repair Cloud
Effortlessly manage your new clients from Credit Repair Cloud in Engage by setting up this seamless workflow. Whenever a new client is added in Credit Repair Cloud, a contact will be created in Engage instantly. This automation saves you time and ensures your client information is consistently updated across both platforms.
Effortlessly manage your new clients from Credit Repair Cloud in Engage by setting up this seamless workflow. Whenever a new client is added in Credit Repair Cloud, a contact will be created in Engage instantly. This automation saves you time and ensures your client information is consistently updated across both platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Create a new contact.
- 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
