ActiveTrail + Credit Repair Cloud
Add updated clients in Credit Repair Cloud to groups in ActiveTrail
Effortlessly manage your client contacts with this automation that connects Credit Repair Cloud to ActiveTrail. Whenever you update a client in Credit Repair Cloud, the workflow adds or updates their contact information in an ActiveTrail group. This way, you can keep your contact lists up to date and ensure seamless communication for your credit repair business.
Effortlessly manage your client contacts with this automation that connects Credit Repair Cloud to ActiveTrail. Whenever you update a client in Credit Repair Cloud, the workflow adds or updates their contact information in an ActiveTrail group. This way, you can keep your contact lists up to date and ensure seamless communication for your credit repair business.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Add Contact to Group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
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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
