Update clients in Credit Repair Cloud and add persons to Delighted automatically
Automate your client management and feedback collection process with this Credit Repair Cloud-Delighted integration. Whenever a client is updated in Credit Repair Cloud, this workflow creates a new person in Delighted to send them a survey. Save time and improve your customer satisfaction by keeping track of clients and receiving their feedback seamlessly.
Automate your client management and feedback collection process with this Credit Repair Cloud-Delighted integration. Whenever a client is updated in Credit Repair Cloud, this workflow creates a new person in Delighted to send them a survey. Save time and improve your customer satisfaction by keeping track of clients and receiving their feedback seamlessly.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Add Person
Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.
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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