Create new addresses in Direct Mail for new clients in Credit Repair Cloud
Effortlessly maintain an updated mailing list by connecting Credit Repair Cloud and Direct Mail. With this workflow, every time a new client is added in Credit Repair Cloud, their address will be instantly added to a Direct Mail list, ensuring a seamless process for sending out targeted marketing materials. Save time and improve accuracy by letting this automation manage your mailing list for you.
Effortlessly maintain an updated mailing list by connecting Credit Repair Cloud and Direct Mail. With this workflow, every time a new client is added in Credit Repair Cloud, their address will be instantly added to a Direct Mail list, ensuring a seamless process for sending out targeted marketing materials. Save time and improve accuracy by letting this automation manage your mailing list for you.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!New Address
Creates a new address or updates an existing address.
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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