Credit Repair Cloud + Elevated CRM
Create or update Elevated CRM contacts from new Credit Repair Cloud leads
Effortlessly manage your leads and contacts with this seamless workflow. When a new lead is added in Credit Repair Cloud, it will trigger the creation or update of a contact by email in Elevated CRM. This automation ensures your CRM is always up-to-date, allowing you to focus on nurturing leads and building relationships.
Effortlessly manage your leads and contacts with this seamless workflow. When a new lead is added in Credit Repair Cloud, it will trigger the creation or update of a contact by email in Elevated CRM. This automation ensures your CRM is always up-to-date, allowing you to focus on nurturing leads and building relationships.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
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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
