Create Zendesk Sell companies from new Credit Repair Cloud leads
Effortlessly keep your client information up-to-date with this smooth workflow between Credit Repair Cloud and Zendesk Sell. When a new lead is added to Credit Repair Cloud, this automation instantly updates the company details in Zendesk Sell, ensuring your sales team always has the latest data on potential clients. Say goodbye to manual data entry and focus on closing deals with accurate and organized information at your fingertips.
Effortlessly keep your client information up-to-date with this smooth workflow between Credit Repair Cloud and Zendesk Sell. When a new lead is added to Credit Repair Cloud, this automation instantly updates the company details in Zendesk Sell, ensuring your sales team always has the latest data on potential clients. Say goodbye to manual data entry and focus on closing deals with accurate and organized information at your fingertips.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Company
Updates an existing company.
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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