Cloze + Credit Repair Cloud
Create communications in Cloze for new clients in Credit Repair Cloud
Stay organized and maintain seamless communication with your new clients in Credit Repair Cloud by automatically creating a communication in Cloze. With this workflow, every time you add a new client in Credit Repair Cloud, a corresponding communication will be created in Cloze, ensuring you keep track of important client details and interactions without manual effort. Streamline your process, improve client management, and save time with this easy-to-use automation.
Stay organized and maintain seamless communication with your new clients in Credit Repair Cloud by automatically creating a communication in Cloze. With this workflow, every time you add a new client in Credit Repair Cloud, a corresponding communication will be created in Cloze, ensuring you keep track of important client details and interactions without manual effort. Streamline your process, improve client management, and save time with this easy-to-use automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Communication
Create a new communication record (email or call).
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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
