Credit Repair Cloud + Google Chat
Create messages in Google Chat for new clients in Credit Repair Cloud
Efficiently manage your credit repair clientele and streamline communication with this workflow. When you add a new client in Credit Repair Cloud, a message will be created in Google Chat, keeping your team informed and ready to take action. Stay organized and save time by consolidating crucial client information and team correspondence in one place.
Efficiently manage your credit repair clientele and streamline communication with this workflow. When you add a new client in Credit Repair Cloud, a message will be created in Google Chat, keeping your team informed and ready to take action. Stay organized and save time by consolidating crucial client information and team correspondence in one place.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Message
Create a message in Hangouts Chat.
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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
