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.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Call LeadCreates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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More things you can do with Credit Repair Cloud and Callingly
Discover other triggers and actions you can use with Credit Repair Cloud and Callingly
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




