Create neighborhood automations in DOPE360 for new clients in Credit Repair Cloud
Easily enhance your client onboarding process with this efficient workflow. When a new client is added to Credit Repair Cloud, this automation will seamlessly trigger the Neighborhood Automation action in DOPE360, ensuring timely and personalized outreach. Simplify your tasks and make a great first impression with this time-saving solution.
Easily enhance your client onboarding process with this efficient workflow. When a new client is added to Credit Repair Cloud, this automation will seamlessly trigger the Neighborhood Automation action in DOPE360, ensuring timely and personalized outreach. Simplify your tasks and make a great first impression with this time-saving solution.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Neighborhood Automation
Send postcards to the neighbors of a contact
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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