Credit Repair Cloud + Offri
Handle new Credit Repair Cloud leads by finding and updating contacts in Offri
Effortlessly manage your Credit Repair Cloud leads in Offri using this seamless workflow. When a new lead is added in Credit Repair Cloud, the automation searches for the contact in Offri, updating their information or creating a new contact if none is found. Keep your contacts organized and save time, ensuring your credit repair leads are consistently up to date in your Offri list.
Effortlessly manage your Credit Repair Cloud leads in Offri using this seamless workflow. When a new lead is added in Credit Repair Cloud, the automation searches for the contact in Offri, updating their information or creating a new contact if none is found. Keep your contacts organized and save time, ensuring your credit repair leads are consistently up to date in your Offri list.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist
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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
