Credit Repair Cloud + Zendesk Sell
Update Zendesk Sell leads when Credit Repair Cloud clients are updated
Effortlessly keep your clients' information up-to-date between Credit Repair Cloud and Zendesk Sell with this workflow. Whenever a client is updated in Credit Repair Cloud, their corresponding lead data will be refreshed in Zendesk Sell. This automation ensures consistent communication with your clients and helps your team work efficiently without having to update information manually across platforms.
Effortlessly keep your clients' information up-to-date between Credit Repair Cloud and Zendesk Sell with this workflow. Whenever a client is updated in Credit Repair Cloud, their corresponding lead data will be refreshed in Zendesk Sell. This automation ensures consistent communication with your clients and helps your team work efficiently without having to update information manually across platforms.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Update Lead
Updates an existing lead.
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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
