Client Dispute Manager

Client Dispute Manager Integrations

  • Add new Aweber subscribers as website leads in Client Dispute Manager

    If you are looking to move new website leads into the Client Dispute Manager software, Zapier can help you accomplish this quickly by moving new subscribers from Aweber directly into the Client Dispute Manager software.

    How this Client Dispute Manager-Aweber integration works

    1. A new subscriber is added to Aweber
    2. Zapier creates a website lead in Client Dispute Manager

    Apps involved

    • Client Dispute Manager account
    • Aweber account
  • Create new Client Dispute Manager website leads from contacts added to lists in ​ActiveCampaign

    If you are using ActiveCampaign and you want to convert all new prospects into a Client Dispute Manager website lead, Zapier can help you do that by moving all new contacts from ActiveCampaign directly into the Client Dispute Manager as a new website lead.

    How this Client Dispute Manager-Activecampaign integration works

    1. A new contact is added to a list in ActiveCampaign
    2. Zapier adds it as a website lead in Client Dispute Manager

    Apps involved

    • Client Dispute Manager
    • ActiveCampaign
  • Add new Acuity Scheduling appointments to Client Dispute Manager as leads

    If you like scheduling appointments in Acuity Scheduling and need the information to show up in Client Dispute Manager, Zapier can automate this for you! Each time a new appointment is scheduled in Acuity Scheduling, Zapier will add the appointment details to Client Dispute Manager as new leads.

    How this Client Dispute Manager-Acuity Scheduling integration works

    1. New lead books an appointment with Acuity scheduling
    2. Zapier adds a new lead to Client Dispute Manager

    Apps involved

    • Client Dispute Manager
    • Acuity Scheduling
  • Add new Zoho CRM leads to Client Dispute Manager as leads

    If you are using a CRM like Zoho to capture new leads, Zapier will help you turn those new leads into a new Client Dispute Manager lead by moving the lead from Zoho CRM to the Client Dispute Manager Software.

    How this Client Dispute Manager-Zoho CRM integration works

    1. A new lead is added to Zoho CRM .
    2. Zapier adds a new lead to Client Dispute Manager

    Apps involved

    • Client Dispute Manager
    • Zoho CRM
  • Add a new Client Dispute Manager customers to Insightly as leads

    Backing up your new customers to a second platform can be difficult if you don’t know what you are doing. This integration by Zapier makes it simple; It sends your new customer information to Insightly whenever a new customer is added to Client Dispute Manager.

    How this Client Dispute Manager-Insightly integration works

    1. A new lead is added to the Client Dispute Manager software.
    2. Zapier adds a new lead to Insightly

    Apps involved

    • Client Dispute Manager
    • Insightly
  • Add new Client Dispute Manager leads as new leads in DialMyCalls

    After you add a new lead to the Client Dispute Manager software, you want that new lead to get a welcome text or voice blast via DialMyCalls. This Zapier automation handles both gracefully by notifying your customer by text or voice blast when a new lead has entered the Client Dispute Manager software.

    How this Clientdisputemanager-DialMyCalls integration works

    1. A new lead is added to the Client Dispute Manager software.
    2. DialMyCalls will contact your new lead with a welcome text or voice blast.

    Apps involved

    • Client Dispute Manager
    • DialMyCalls
  • Add new Client Dispute Manager leads as leads to Active Campaign

    Sending a new lead from the Client Dispute Manager to Active Campaign is a very simple process. When you add a new lead into the software, it will trigger the connection between the Client Dispute Manager and Zapier which will land that new lead into your Active Campaign account.

    How this Client Dispute Manager-Active Campaign integration works

    1. A new lead is added to Client Dispute Manager
    2. Zapier adds a new lead in Active Campaign

    Apps involved

    • Client Dispute Manager
    • Active Campaign
  • Send SMS messages via Call Loop from updated customers in Client Dispute Manager

    Updating your customer on new information regarding their credit file is a great way to start a relationship. Use this Client Dispute Manager-Call Loop integration and Zapier will take care of the whole thing. This integration will trigger whenever you update your clients’ information in the customers' screen.

    How this Client Dispute Manager-Call Loop integration works

    1. A customer's information is updated in Client Dispute Manager
    2. Zapier sends the customer an SMS via Call Loop

    Apps involved

    • Client Dispute Manager
    • Call Loop

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Client Dispute Manager Integration Details

Launched on Zapier July 28, 2018

Zapier combines Triggers (like "Status Change") and Actions (like "Create Website Lead") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Client Dispute Manager Triggers, Searches, and Actions are supported by Zapier:

Status Change

This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.

Updated Customer

Triggers when a customer is updated.

New Customer

Triggers when a new customer is created.

New Lead

Triggers when a new lead is created.

Create Website Lead

Creates a new web lead.

Create Lead

Creates a new lead.

Create Customer

Creates a customer.

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