Credit Repair Cloud + Urable
Create or update Urable customers from new Credit Repair Cloud leads
Efficiently manage your leads from Credit Repair Cloud with this seamless automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will instantly create or update the customer in the Urable app. Simplify your customer management process, reduce manual data entry, and ensure streamlined lead handling across your business tools.
Efficiently manage your leads from Credit Repair Cloud with this seamless automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will instantly create or update the customer in the Urable app. Simplify your customer management process, reduce manual data entry, and ensure streamlined lead handling across your business tools.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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- 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
