Credit Repair Cloud + Help Scout
Create Help Scout notes for new Credit Repair Cloud clients
Effortlessly keep track of new clients in your credit repair business with this seamless workflow between Credit Repair Cloud and Help Scout. When a new client is added in Credit Repair Cloud, a note will be created in Help Scout, ensuring your support team has all the necessary information to provide top-notch assistance. This integration streamlines communication and allows your team to focus on delivering exceptional service.
Effortlessly keep track of new clients in your credit repair business with this seamless workflow between Credit Repair Cloud and Help Scout. When a new client is added in Credit Repair Cloud, a note will be created in Help Scout, ensuring your support team has all the necessary information to provide top-notch assistance. This integration streamlines communication and allows your team to focus on delivering exceptional service.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Note
Adds a note to existing conversation.
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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
