Create or update Flexmail contacts for new Credit Repair Cloud clients
Effortlessly maintain an organized contact list with this time-saving workflow. When a new client is added to Credit Repair Cloud, their information will be seamlessly updated or added to your Flexmail contacts. Stay on top of your client management and marketing efforts without the need for manual updates.
Effortlessly maintain an organized contact list with this time-saving workflow. When a new client is added to Credit Repair Cloud, their information will be seamlessly updated or added to your Flexmail contacts. Stay on top of your client management and marketing efforts without the need for manual updates.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Creates or updates a 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