Bloom Growth + Credit Repair Cloud
Update Bloom Growth metrics for new Credit Repair Cloud clients
Efficiently manage your client growth process with this automation that connects Credit Repair Cloud and Bloom Growth. When a new client is added in Credit Repair Cloud, this workflow will update the current metric in Bloom Growth, ensuring that your data remains up-to-date. Save time and maintain accurate performance measures with this seamless connection between the two apps.
Efficiently manage your client growth process with this automation that connects Credit Repair Cloud and Bloom Growth. When a new client is added in Credit Repair Cloud, this workflow will update the current metric in Bloom Growth, ensuring that your data remains up-to-date. Save time and maintain accurate performance measures with this seamless connection between the two apps.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Current Metric
Update the metric for the current week
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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
