Credit Repair Cloud + Pipedrive
Update clients in Credit Repair Cloud and create persons in Pipedrive
Effortlessly maintain up-to-date client information in your sales pipeline with this efficient workflow. Whenever a client's details are updated in Credit Repair Cloud, their corresponding record in Pipedrive will be automatically updated to reflect the changes. This seamless integration ensures that your sales team has the most current information on every client, allowing them to better serve their needs and close deals more effectively.
Effortlessly maintain up-to-date client information in your sales pipeline with this efficient workflow. Whenever a client's details are updated in Credit Repair Cloud, their corresponding record in Pipedrive will be automatically updated to reflect the changes. This seamless integration ensures that your sales team has the most current information on every client, allowing them to better serve their needs and close deals more effectively.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- 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
