Credit Repair Cloud + Zendesk Sell
Create and update Zendesk Sell leads from new Credit Repair Cloud clients
Effortlessly manage your new clients in Credit Repair Cloud and keep your sales process organized by seamlessly updating leads in Zendesk Sell. With this workflow, every time a new client is added in Credit Repair Cloud, their information will be used to update an existing lead in Zendesk Sell. Simplify your client onboarding process and ensure your sales team is always up-to-date with the latest client information.
Effortlessly manage your new clients in Credit Repair Cloud and keep your sales process organized by seamlessly updating leads in Zendesk Sell. With this workflow, every time a new client is added in Credit Repair Cloud, their information will be used to update an existing lead in Zendesk Sell. Simplify your client onboarding process and ensure your sales team is always up-to-date with the latest client information.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Lead
Updates an existing lead.
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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
