Create new contacts in SuperOffice CRM from new clients in Credit Repair Cloud
Effortlessly keep your client information up-to-date with this seamless workflow between Credit Repair Cloud and SuperOffice CRM. When a new client is added to Credit Repair Cloud, their contact details are instantly updated in SuperOffice CRM, ensuring you always have the most accurate information on hand. Save time and streamline your client management processes with this simple automation.
Effortlessly keep your client information up-to-date with this seamless workflow between Credit Repair Cloud and SuperOffice CRM. When a new client is added to Credit Repair Cloud, their contact details are instantly updated in SuperOffice CRM, ensuring you always have the most accurate information on hand. Save time and streamline your client management processes with this simple automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Contact
Update an existing contact content.
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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