Credit Repair Cloud + Customers.ai
Add new Credit Repair Cloud clients as contacts in Customers.ai
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Customers.ai. When a new client is added in Credit Repair Cloud, it will instantly create a contact in Customers.ai, saving you time and ensuring consistent communication with your clients. Simplify your daily tasks and stay organized with this efficient automation.
Effortlessly streamline your client onboarding process with this workflow that connects Credit Repair Cloud and Customers.ai. When a new client is added in Credit Repair Cloud, it will instantly create a contact in Customers.ai, saving you time and ensuring consistent communication with your clients. Simplify your daily tasks and stay organized with this efficient automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new SMS or Email Contact
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- 14 day trial for premium features & apps
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
