Credit Repair Cloud + Top Producer
Create Top Producer contacts for new Credit Repair Cloud clients
Effortlessly manage your new clients from Credit Repair Cloud by creating a contact in Top Producer with this seamless workflow. Whenever a new client is added to Credit Repair Cloud, this integration will instantly create a contact in Top Producer, helping you keep track of your clients, maintain organized records, and save time on manual data entry. Stay efficient and up-to-date with this smart automation.
Effortlessly manage your new clients from Credit Repair Cloud by creating a contact in Top Producer with this seamless workflow. Whenever a new client is added to Credit Repair Cloud, this integration will instantly create a contact in Top Producer, helping you keep track of your clients, maintain organized records, and save time on manual data entry. Stay efficient and up-to-date with this smart automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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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
