Copper + Credit Repair Cloud
Update Copper opportunities when new clients are added in Credit Repair Cloud
Effortlessly maintain your sales pipeline with this Credit Repair Cloud-Copper workflow. When a new client is added in Credit Repair Cloud, this automation updates an existing opportunity by ID in Copper, ensuring your sales team stays up-to-date on potential deals. Save time, minimize manual entry errors, and keep your pipeline effortlessly organized with this seamless integration.
Effortlessly maintain your sales pipeline with this Credit Repair Cloud-Copper workflow. When a new client is added in Credit Repair Cloud, this automation updates an existing opportunity by ID in Copper, ensuring your sales team stays up-to-date on potential deals. Save time, minimize manual entry errors, and keep your pipeline effortlessly organized with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
- 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
