Credit Repair Cloud + e-shot
Create e-shot contacts from new Credit Repair Cloud clients
Effortlessly manage new client information by setting up this workflow between Credit Repair Cloud and e-shot. Once activated, each time a new client is added in Credit Repair Cloud, their contact details will be saved in e-shot, ensuring a seamless and organized way of handling your client base. Simplify your client management process with this powerful automation.
Effortlessly manage new client information by setting up this workflow between Credit Repair Cloud and e-shot. Once activated, each time a new client is added in Credit Repair Cloud, their contact details will be saved in e-shot, ensuring a seamless and organized way of handling your client base. Simplify your client management process with this powerful automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Save Contact
Create a new contact or update an existing one. We work this out based on whether the specified details match a contact in your e-shot™ account.
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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
