Agile CRM + Credit Repair Cloud
Add new Credit Repair Cloud clients to Agile CRM campaigns effortlessly
Effortlessly manage your new clients from Credit Repair Cloud by adding them to a targeted campaign in Agile CRM. With this workflow, each time a new client is added in Credit Repair Cloud, they will be seamlessly enrolled in the designated Agile CRM campaign. Stay organized and improve client relationships with this streamlined process.
Effortlessly manage your new clients from Credit Repair Cloud by adding them to a targeted campaign in Agile CRM. With this workflow, each time a new client is added in Credit Repair Cloud, they will be seamlessly enrolled in the designated Agile CRM campaign. Stay organized and improve client relationships with this streamlined process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add to Campaign
Subscribe to a Campaign.
- 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
