ChartMogul + Credit Repair Cloud
Add tags to new ChartMogul customers when Credit Repair Cloud clients are created
Effortlessly organize and manage your customer information with this automation between Credit Repair Cloud and ChartMogul. When a new client is added in Credit Repair Cloud, this workflow adds tags to their corresponding ChartMogul account via email. Save time and improve data accuracy with this seamless integration between your credit repair and revenue tracking platforms.
Effortlessly organize and manage your customer information with this automation between Credit Repair Cloud and ChartMogul. When a new client is added in Credit Repair Cloud, this workflow adds tags to their corresponding ChartMogul account via email. Save time and improve data accuracy with this seamless integration between your credit repair and revenue tracking platforms.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address
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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
