Credit Repair Cloud + Karbon
Add new Credit Repair Cloud leads to Karbon as organization contacts
Effortlessly manage your new leads from Credit Repair Cloud by creating organization contacts in Karbon with this automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will instantly create a corresponding organization contact in Karbon, ensuring all your important details are available in one place. Streamline your lead management process and never miss an opportunity to connect with your clients.
Effortlessly manage your new leads from Credit Repair Cloud by creating organization contacts in Karbon with this automation. Whenever a new lead is added in Credit Repair Cloud, this workflow will instantly create a corresponding organization contact in Karbon, ensuring all your important details are available in one place. Streamline your lead management process and never miss an opportunity to connect with your clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Organization Contact
Triggers when a new organization 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
