Credit Repair Cloud + Salesmate
Create Salesmate contacts for new Credit Repair Cloud clients
Effortlessly manage your client onboarding process with this seamless integration between Credit Repair Cloud and Salesmate. Whenever a new client is added in Credit Repair Cloud, this automation will create a contact in Salesmate, ensuring that your client information is consistently up-to-date in both platforms. Stay organized and save time by streamlining your client management process.
Effortlessly manage your client onboarding process with this seamless integration between Credit Repair Cloud and Salesmate. Whenever a new client is added in Credit Repair Cloud, this automation will create a contact in Salesmate, ensuring that your client information is consistently up-to-date in both platforms. Stay organized and save time by streamlining your client management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new Contact, probably with input from previous steps.
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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
