Credit Repair Cloud + Pipedrive
Create Pipedrive organizations for new Credit Repair Cloud clients
Effortlessly streamline your client onboarding process with this automation. Whenever you add a new client in Credit Repair Cloud, it will instantly create an organization in Pipedrive, making it easier than ever to keep track of your sales pipeline and ensure a seamless transition for new clients. Say goodbye to manual data entry and focus on what truly matters - growing your business and keeping your clients satisfied.
Effortlessly streamline your client onboarding process with this automation. Whenever you add a new client in Credit Repair Cloud, it will instantly create an organization in Pipedrive, making it easier than ever to keep track of your sales pipeline and ensure a seamless transition for new clients. Say goodbye to manual data entry and focus on what truly matters - growing your business and keeping your clients satisfied.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Organization
Creates a new organization in Pipedrive with support for custom fields and comprehensive address 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
