Credit Repair Cloud + Method CRM
Create new contacts in Method CRM from Credit Repair Cloud clients
Effortlessly manage your growing list of clients by connecting Credit Repair Cloud and Method CRM. With this workflow, whenever you add a new client in Credit Repair Cloud, they will be automatically added as a contact to an existing entity in Method CRM. Save time and keep your CRM updated with this seamless integration.
Effortlessly manage your growing list of clients by connecting Credit Repair Cloud and Method CRM. With this workflow, whenever you add a new client in Credit Repair Cloud, they will be automatically added as a contact to an existing entity in Method CRM. Save time and keep your CRM updated with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Contact to Existing Entity
Adds a new contact to an existing entity.
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- 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
