Credit Repair Cloud + Help Scout
Add notes in Help Scout for updated Credit Repair Cloud clients
Effortlessly stay informed on your Credit Repair Cloud client updates with this convenient workflow. Whenever you update a client in Credit Repair Cloud, a note will be added to their Help Scout profile, ensuring you have up-to-date information at your fingertips for better customer support. Maintain a clear and comprehensive communication history with this seamless cross-platform integration.
Effortlessly stay informed on your Credit Repair Cloud client updates with this convenient workflow. Whenever you update a client in Credit Repair Cloud, a note will be added to their Help Scout profile, ensuring you have up-to-date information at your fingertips for better customer support. Maintain a clear and comprehensive communication history with this seamless cross-platform integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Add Note
Adds a note to existing 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
