Credit Repair Cloud + Klenty
Create new Klenty prospects from Credit Repair Cloud clients
Effortlessly manage your credit repair leads with this efficient workflow. Once a new client is added in Credit Repair Cloud, the automation will create a prospect in Klenty, ensuring seamless lead management and faster follow-up. Save time and stay organized as your client list grows while focusing on what matters most - helping your clients improve their credit.
Effortlessly manage your credit repair leads with this efficient workflow. Once a new client is added in Credit Repair Cloud, the automation will create a prospect in Klenty, ensuring seamless lead management and faster follow-up. Save time and stay organized as your client list grows while focusing on what matters most - helping your clients improve their credit.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Prospect
Creates a Prospect in Klenty.
- 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
