Credit Repair Cloud + Outpost
Create Outpost companies from new Credit Repair Cloud clients
Streamline your client onboarding process and improve communication by connecting Credit Repair Cloud and Outpost. With this workflow, every time a new client is added in Credit Repair Cloud, a company will be created in Outpost, ensuring your team has the most up-to-date information about your clients in one place. Simplify your CRM and email management, and focus on providing exceptional service to your clients.
Streamline your client onboarding process and improve communication by connecting Credit Repair Cloud and Outpost. With this workflow, every time a new client is added in Credit Repair Cloud, a company will be created in Outpost, ensuring your team has the most up-to-date information about your clients in one place. Simplify your CRM and email management, and focus on providing exceptional service to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Company
Action for creating company in outpost.
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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
