Credit Repair Cloud + Project Broadcast
Add new Credit Repair Cloud clients as contacts in Project Broadcast
Effortlessly manage your new client data with this seamless workflow between Credit Repair Cloud and Project Broadcast. When a new client is added in Credit Repair Cloud, their information is immediately transferred to Project Broadcast, creating a new contact. This automation helps save time, enhances data accuracy, and ensures consistent information across both platforms, allowing you to focus more on assisting your clients in repairing their credit.
Effortlessly manage your new client data with this seamless workflow between Credit Repair Cloud and Project Broadcast. When a new client is added in Credit Repair Cloud, their information is immediately transferred to Project Broadcast, creating a new contact. This automation helps save time, enhances data accuracy, and ensures consistent information across both platforms, allowing you to focus more on assisting your clients in repairing their credit.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
- Free forever for core features
- 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
