Credit Repair Cloud + TouchBasePro

Add new Credit Repair Cloud leads as subscribers in TouchBasePro

Easily manage your new leads from Credit Repair Cloud by adding them as subscribers to your TouchBasePro account with this seamless automation. With each new lead in Credit Repair Cloud, this workflow will add a subscriber to TouchBasePro, ensuring you consistently maintain communication with potential clients. Stay organized and improve lead engagement by utilizing this efficient and time-saving solution.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
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Add Subscriber
Adds new email subscriber to selected list.
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First 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
Action
Write

- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- 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
Action
Write

- List IDRequired
Trigger
Instant
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- List IDRequired
- Email addressRequired
- Name
- Resubscribe
- ConsentToTrackRequired
- RestartAutoresponders
Action
Write
- Smart email IDRequired
- ToRequired
- Cc
- Bcc
- AddRecipientsToList
- Consent to TrackRequired
Action
Write
- List IDRequired
- Current email addressRequired
- New email address
- Name
- ResubscribeRequired
- ConsentToTrackRequired
- RestartAutoresponders
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
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- First 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
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
- List IDRequired
Trigger
Instant
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- List IDRequired
Trigger
Instant
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- List IDRequired
- Email AddressRequired
Action
Write
- List IDRequired
- Subscriber email addressRequired
Action
Write