Credit Repair Cloud + Zendesk Sell
Create new Zendesk Sell companies from Credit Repair Cloud clients
Effortlessly manage and nurture client relationships with this efficient workflow. When a new client is added in Credit Repair Cloud, this automation will create a company in Zendesk Sell, ensuring that your sales team is always up-to-date with the latest client information. Save time and maintain seamless communication by streamlining your client onboarding process.
Effortlessly manage and nurture client relationships with this efficient workflow. When a new client is added in Credit Repair Cloud, this automation will create a company in Zendesk Sell, ensuring that your sales team is always up-to-date with the latest client information. Save time and maintain seamless communication by streamlining your client onboarding process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Company
Creates a new company.
- 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
