Common Room + Credit Repair Cloud
Add tags to Common Room members when new clients join Credit Repair Cloud
Effortlessly organize and manage new clients in your credit repair business with this streamlined workflow. When a new client is added in Credit Repair Cloud, it will automatically tag the member in the Common Room app. This saves you time and ensures seamless collaboration among your team - resulting in better customer experience and more efficient operations.
Effortlessly organize and manage new clients in your credit repair business with this streamlined workflow. When a new client is added in Credit Repair Cloud, it will automatically tag the member in the Common Room app. This saves you time and ensures seamless collaboration among your team - resulting in better customer experience and more efficient operations.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Tags to Common Room Contact
Add new or existing tags to a contact in your room.
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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
