Credit Repair Cloud + Envoke
Add new Credit Repair Cloud clients to Envoke as contacts
Effortlessly manage your client data with this automation that connects Credit Repair Cloud and Envoke. When a new client is added in Credit Repair Cloud, their information is instantly sent to Envoke, creating a new contact. This streamlines your workflow, keeps your contact lists up-to-date, and saves you time on manual data entry.
Effortlessly manage your client data with this automation that connects Credit Repair Cloud and Envoke. When a new client is added in Credit Repair Cloud, their information is instantly sent to Envoke, creating a new contact. This streamlines your workflow, keeps your contact lists up-to-date, and saves you time on manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Search for contacts.
- Free forever for core features
- 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
