Circle + Credit Repair Cloud
Add new Credit Repair Cloud clients to Circle space groups as members
Effortlessly keep your client list up-to-date in your Circle community with this automation. Whenever a new client is added to Credit Repair Cloud, they will also be added as a member to a specific Space Group in Circle. This workflow streamlines the process of managing your community, ensuring that your clients have access to essential resources and discussions from the moment they join your credit repair program.
Effortlessly keep your client list up-to-date in your Circle community with this automation. Whenever a new client is added to Credit Repair Cloud, they will also be added as a member to a specific Space Group in Circle. This workflow streamlines the process of managing your community, ensuring that your clients have access to essential resources and discussions from the moment they join your credit repair program.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Member to Space Group
Add a new member to a space group and all its spaces.
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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
