Credit Repair Cloud + Wealthbox CRM
Create Wealthbox CRM events for new Credit Repair Cloud clients
Effortlessly manage your new clients with this seamless Credit Repair Cloud to Wealthbox CRM workflow. When a new client is added to Credit Repair Cloud, an event is immediately created in Wealthbox CRM, keeping your client information and interactions organized and up-to-date. Stay focused on your work and let this integration handle the tedious manual steps for you.
Effortlessly manage your new clients with this seamless Credit Repair Cloud to Wealthbox CRM workflow. When a new client is added to Credit Repair Cloud, an event is immediately created in Wealthbox CRM, keeping your client information and interactions organized and up-to-date. Stay focused on your work and let this integration handle the tedious manual steps for you.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Event
Creates a new event.
- 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
