Create new Groove tickets for new Credit Repair Cloud clients
Stay organized and save time by streamlining your client management process with this efficient workflow. When a new client is added in Credit Repair Cloud, a new ticket is instantly created in Groove to help you track their progress and address any issues that may arise. Improve your customer service and response time with this direct connection between Credit Repair Cloud and Groove.
Stay organized and save time by streamlining your client management process with this efficient workflow. When a new client is added in Credit Repair Cloud, a new ticket is instantly created in Groove to help you track their progress and address any issues that may arise. Improve your customer service and response time with this direct connection between Credit Repair Cloud and Groove.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Ticket
Starts a new ticket for your customer.
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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