Add new Credit Repair Cloud clients as contacts in CloudSpot
Effortlessly keep your client contacts organized with this seamless workflow between Credit Repair Cloud and CloudSpot. When you add a new client to your Credit Repair Cloud, this automation will create a new contact in your CloudSpot app. Improve your efficiency and never worry about manually updating your contact list again.
Effortlessly keep your client contacts organized with this seamless workflow between Credit Repair Cloud and CloudSpot. When you add a new client to your Credit Repair Cloud, this automation will create a new contact in your CloudSpot app. Improve your efficiency and never worry about manually updating your contact list again.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Contact
Creates a new contact.
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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