Credit Repair Cloud + Wealthbox CRM
Create Wealthbox CRM contacts for new Credit Repair Cloud clients
Effortlessly manage your client information by connecting Credit Repair Cloud with Wealthbox CRM. With this workflow, every time a new client is added to your Credit Repair Cloud account, their contact details will be created as a contact in Wealthbox CRM. Stay organized and save time by streamlining your client onboarding process with this seamless automation.
Effortlessly manage your client information by connecting Credit Repair Cloud with Wealthbox CRM. With this workflow, every time a new client is added to your Credit Repair Cloud account, their contact details will be created as a contact in Wealthbox CRM. Stay organized and save time by streamlining your client onboarding process with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact.
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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
