Credit Repair Cloud + Pipedrive
Update Pipedrive organizations when clients are updated in Credit Repair Cloud
Keep your client and organization data up-to-date with this seamless workflow between Credit Repair Cloud and Pipedrive. Whenever a client is updated in Credit Repair Cloud, the corresponding organization information in Pipedrive will be updated as well. This automation ensures that you always have accurate and consistent information across both platforms, saving you time and reducing manual errors.
Keep your client and organization data up-to-date with this seamless workflow between Credit Repair Cloud and Pipedrive. Whenever a client is updated in Credit Repair Cloud, the corresponding organization information in Pipedrive will be updated as well. This automation ensures that you always have accurate and consistent information across both platforms, saving you time and reducing manual errors.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Update Organization
Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.
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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
