Attio + Credit Repair Cloud
Add new Credit Repair Cloud clients to Attio as people
Easily manage your clients between Credit Repair Cloud and Attio with this efficient workflow. When you add a new client in Credit Repair Cloud, this automation quickly finds or creates a person in Attio, ensuring seamless organization and streamlined client management processes. Keep your databases in-sync and save valuable time by eliminating the need for manual data entry.
Easily manage your clients between Credit Repair Cloud and Attio with this efficient workflow. When you add a new client in Credit Repair Cloud, this automation quickly finds or creates a person in Attio, ensuring seamless organization and streamlined client management processes. Keep your databases in-sync and save valuable time by eliminating the need for manual data entry.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
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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
