Act-On + Credit Repair Cloud
Add new Credit Repair Cloud clients to an Act-On contact list for seamless organization
Easily manage and nurture new clients in your credit repair business with this seamless workflow. Once a new client is added in Credit Repair Cloud, the contact will be automatically added to a specific list in Act-On. This helps you save time on manual data entry and effectively organize your contacts for targeted email marketing campaigns or other outreach efforts.
Easily manage and nurture new clients in your credit repair business with this seamless workflow. Once a new client is added in Credit Repair Cloud, the contact will be automatically added to a specific list in Act-On. This helps you save time on manual data entry and effectively organize your contacts for targeted email marketing campaigns or other outreach efforts.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Contact to List
Adds a contact to a specific list.
- 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
