Credit Repair Cloud + Instantly
Remove leads from campaigns in Instantly when new clients are added in Credit Repair Cloud
Effortlessly manage your new clients and streamline your marketing efforts with this automation. When you add a new client in Credit Repair Cloud, this workflow will instantly remove them from your campaign in the Instantly app. With this seamless process, you can ensure they won't receive any redundant marketing materials, and focus on providing excellent service for your credit repair clients.
Effortlessly manage your new clients and streamline your marketing efforts with this automation. When you add a new client in Credit Repair Cloud, this workflow will instantly remove them from your campaign in the Instantly app. With this seamless process, you can ensure they won't receive any redundant marketing materials, and focus on providing excellent service for your credit repair clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Remove Lead From Campaign
Removes a lead from a campaign
- 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
