Credit Repair Cloud + Karbon
Create Karbon contacts from new Credit Repair Cloud leads
Effortlessly keep track of new leads from Credit Repair Cloud by adding them as contacts in your Karbon app with this seamless workflow. When a new lead is generated in Credit Repair Cloud, this automation will create a person contact in Karbon, saving you time and ensuring that no valuable contacts are lost in the process. Maintain an organized system for managing leads with this simple, yet effective, integration.
Effortlessly keep track of new leads from Credit Repair Cloud by adding them as contacts in your Karbon app with this seamless workflow. When a new lead is generated in Credit Repair Cloud, this automation will create a person contact in Karbon, saving you time and ensuring that no valuable contacts are lost in the process. Maintain an organized system for managing leads with this simple, yet effective, integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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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
