Credit Repair Cloud + Project Broadcast
Update Project Broadcast contacts when new leads are added in Credit Repair Cloud
Effortlessly maintain an organized contact list with this workflow that connects Credit Repair Cloud and Project Broadcast. Whenever a new lead is added in Credit Repair Cloud, their contact information will be seamlessly updated in Project Broadcast. This automation ensures a streamlined process, enabling you to quickly reach out to potential clients and keep track of your contacts without manual intervention.
Effortlessly maintain an organized contact list with this workflow that connects Credit Repair Cloud and Project Broadcast. Whenever a new lead is added in Credit Repair Cloud, their contact information will be seamlessly updated in Project Broadcast. This automation ensures a streamlined process, enabling you to quickly reach out to potential clients and keep track of your contacts without manual intervention.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Contact
Update Contact in Project Broadcast. The contact needs to already exist for this action.
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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
