Credit Repair Cloud + Top Producer
Update client in Credit Repair Cloud and create a contact in Top Producer for seamless data management
Easily maintain accurate client information across your Credit Repair Cloud and Top Producer accounts. With this workflow, whenever a client is updated in Credit Repair Cloud, their contact details will be instantly created or updated in Top Producer. This saves you time, reduces manual entry, and ensures that your contact records are always up-to-date.
Easily maintain accurate client information across your Credit Repair Cloud and Top Producer accounts. With this workflow, whenever a client is updated in Credit Repair Cloud, their contact details will be instantly created or updated in Top Producer. This saves you time, reduces manual entry, and ensures that your contact records are always up-to-date.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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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
