Circle + Credit Repair Cloud
Create group chats in Circle for new clients in Credit Repair Cloud
Easily stay organized and improve your team's communication with this workflow. When a new client is added in Credit Repair Cloud, it will create a group chat in the Circle app, ensuring pertinent information is shared and discussed in a timely manner. This seamless integration eliminates the need for manual updates and enhances collaboration among team members.
Easily stay organized and improve your team's communication with this workflow. When a new client is added in Credit Repair Cloud, it will create a group chat in the Circle app, ensuring pertinent information is shared and discussed in a timely manner. This seamless integration eliminates the need for manual updates and enhances collaboration among team members.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Start a Group Chat
Start a group chat with multiple community members.
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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
