Circle + Credit Repair Cloud
Remove Circle members when Credit Repair Cloud clients are updated
Effortlessly manage your client updates in Credit Repair Cloud and maintain an organized Circle community with this seamless workflow. When a client update takes place in Credit Repair Cloud, the relevant information gets updated in your Circle community without any manual intervention. By integrating these two platforms, you'll save time and ensure your client list stays current and accurate.
Effortlessly manage your client updates in Credit Repair Cloud and maintain an organized Circle community with this seamless workflow. When a client update takes place in Credit Repair Cloud, the relevant information gets updated in your Circle community without any manual intervention. By integrating these two platforms, you'll save time and ensure your client list stays current and accurate.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Remove Member
Remove a member from your community.
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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
