Callingly + Credit Repair Cloud
Create Callingly leads for new Credit Repair Cloud clients
Stay on top of your new clients in Credit Repair Cloud by instantly connecting them with your team via Callingly. With this workflow, each time a new client is added in Credit Repair Cloud, a lead call is initiated in Callingly, ensuring a rapid and efficient response to your growing clientele. Streamline your client onboarding process and enhance your customer service experience with this seamless automation.
Stay on top of your new clients in Credit Repair Cloud by instantly connecting them with your team via Callingly. With this workflow, each time a new client is added in Credit Repair Cloud, a lead call is initiated in Callingly, ensuring a rapid and efficient response to your growing clientele. Streamline your client onboarding process and enhance your customer service experience with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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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
