Credit Repair Cloud + Pipedrive
Create Pipedrive activities for new Credit Repair Cloud clients
Efficiently manage your sales process by keeping your Pipedrive activities updated when you acquire new clients in Credit Repair Cloud. With this workflow, every time a new client is added to Credit Repair Cloud, their related activity in Pipedrive will be updated, ensuring you always have the latest information at your fingertips. Streamline your tasks and maintain accurate, up-to-date records with this seamless automation.
Efficiently manage your sales process by keeping your Pipedrive activities updated when you acquire new clients in Credit Repair Cloud. With this workflow, every time a new client is added to Credit Repair Cloud, their related activity in Pipedrive will be updated, ensuring you always have the latest information at your fingertips. Streamline your tasks and maintain accurate, up-to-date records with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Activity
Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.
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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
