Credit Repair Cloud + LionDesk
Update client in Credit Repair Cloud and create contact in LionDesk effortlessly
Effortlessly keep your client information up to date between Credit Repair Cloud and LionDesk with this automation. Once set up, whenever a client's information is updated in Credit Repair Cloud, a corresponding contact will be created in LionDesk, ensuring that your client database remains current and organized. This streamlines your workflow and helps you avoid manual data entry errors.
Effortlessly keep your client information up to date between Credit Repair Cloud and LionDesk with this automation. Once set up, whenever a client's information is updated in Credit Repair Cloud, a corresponding contact will be created in LionDesk, ensuring that your client database remains current and organized. This streamlines your workflow and helps you avoid manual data entry errors.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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
