Credit Letters Software + DialMyCalls
Add new Credit Letters Software leads as new contacts in DialMyCalls
After you receive a new lead in Credit Letters Software, you want that new lead to get a welcome text or voice blast via DialMyCalls. This Zapier automation handles both gracefully, automatically notifying your customer by text or voice blast whenever a new lead has been entered in Credit Letters Software.
After you receive a new lead in Credit Letters Software, you want that new lead to get a welcome text or voice blast via DialMyCalls. This Zapier automation handles both gracefully, automatically notifying your customer by text or voice blast whenever a new lead has been entered in Credit Letters Software.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add a Contact
Add a new contact to your DialMyCalls account
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Client Status Changed
Triggers when a client status is changed.
Try ItNew Client
Triggers when a new client is created.
Try ItNew Letter Generated
Triggers when a new letter is generated.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Delete Lead
Triggers when a lead is deleted.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Client
Triggers when a client is updated.
Try ItFirst NameRequired
Last NameRequired
Full Name
EmailRequired
PhoneRequired
Date Of BirthRequired
Street Number
Street Name
State
City
ZipRequired
SSN
What Is Your Main GoalRequired
StatusRequired
Document Tracking Number
Client Portal Access
