Create or update Spoki contacts for new Credit Repair Cloud leads
Effortlessly keep your contact list up-to-date with this workflow between Credit Repair Cloud and Spoki. Whenever a new lead is added in Credit Repair Cloud, this automation will create or update a contact in Spoki, ensuring your business stays organized and efficient. No more manual data entry - let this seamless integration take care of it for you!
Effortlessly keep your contact list up-to-date with this workflow between Credit Repair Cloud and Spoki. Whenever a new lead is added in Credit Repair Cloud, this automation will create or update a contact in Spoki, ensuring your business stays organized and efficient. No more manual data entry - let this seamless integration take care of it for you!
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact
Creates or updates a contact in the Spoki Platform. The match of contact is by phone.
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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