Credit Repair Cloud + Help Scout
Create Help Scout customers from new Credit Repair Cloud clients
Streamline your client onboarding process by connecting Credit Repair Cloud and Help Scout. With this automation, every time there's a new client in Credit Repair Cloud, a customer will be created in Help Scout. This not only saves time but also ensures efficient and seamless communication with your clients.
Streamline your client onboarding process by connecting Credit Repair Cloud and Help Scout. With this automation, every time there's a new client in Credit Repair Cloud, a customer will be created in Help Scout. This not only saves time but also ensures efficient and seamless communication with your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
- Free forever for core features
- 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
