Credit Repair Cloud + Practice Better
Create new Practice Better clients from Credit Repair Cloud leads
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Practice Better. When a new lead is added in Credit Repair Cloud, it will create a new client in Practice Better, saving you time and ensuring all your client information is organized and easily accessible. Focus on providing exceptional service to your clients, while this automation handles the backend work.
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Practice Better. When a new lead is added in Credit Repair Cloud, it will create a new client in Practice Better, saving you time and ensuring all your client information is organized and easily accessible. Focus on providing exceptional service to your clients, while this automation handles the backend work.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Add Client
Add a new client to your account.
- 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
