Credit Repair Cloud + Front
Send messages in Front for new clients in Credit Repair Cloud
Stay on top of your client onboarding process in Credit Repair Cloud by sending a personalized message through Front as soon as there's a new client added. This workflow ensures a timely welcome or follow-up message, allowing your team to provide exceptional customer service and maintain a strong relationship with clients. Save time and enhance your client management by automating this communication task.
Stay on top of your client onboarding process in Credit Repair Cloud by sending a personalized message through Front as soon as there's a new client added. This workflow ensures a timely welcome or follow-up message, allowing your team to provide exceptional customer service and maintain a strong relationship with clients. Save time and enhance your client management by automating this communication task.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Message
Sends a message creating a new conversation.
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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
