Credit Letters Software and Salesflare
How to connect Credit Letters Software
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When client Status Changed in Credit Letters Software, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Client in Credit Letters Software, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead in Credit Letters Software, find or create contact in Salesflare.
About Credit Letters Software
Cloud-based Software and CRM for the Credit Repair Industry. Designed for credit consultants and starting a credit repair business.
Credit Letters Software operations on Zapier
Triggers (7)
Start a workflow when this happens
- Client Status Changed — Triggers when a client status is changed.
- Delete Lead — Triggers when a lead is deleted.
- New Client — Triggers when a new client is created.
- New Lead — Triggers when a new lead is created.
- New Letter Generated — Triggers when a new letter is generated.
Show 2 more triggers
- Update Client — Triggers when a client is updated.
- Update Lead — Triggers when a lead is updated.
Actions (6)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Lead — Creates a new lead.
- Find or Create a Client — x
- Find or Create a Lead — x
- Update Client — Updates an existing client.
Show 1 more actions
- Update Lead — Updates an existing lead.
Searches (2)
Look up existing records
- Find Client — Finds a client based on email or phone.
- Find Lead — Finds a lead based on email.
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