Circle + Credit Repair Cloud
Update Circle members when new leads are added in Credit Repair Cloud
Keep your Circle community updated with new leads from Credit Repair Cloud using this seamless automation. When a new lead is added in Credit Repair Cloud, their information will be used to update a member's details in your Circle community. Stay organized and ensure your community members are always up-to-date with the latest lead information.
Keep your Circle community updated with new leads from Credit Repair Cloud using this seamless automation. When a new lead is added in Credit Repair Cloud, their information will be used to update a member's details in your Circle community. Stay organized and ensure your community members are always up-to-date with the latest lead information.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Member
Update community member
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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
