Create notes in Intercom for new clients in Credit Repair Cloud
Effortlessly stay on top of your client relationships by connecting Credit Repair Cloud to Intercom. With this automation, whenever you add a new client in Credit Repair Cloud, a note will be added to the corresponding user in Intercom. This streamlines communication and ensures you always have the latest information on your clients at your fingertips.
Effortlessly stay on top of your client relationships by connecting Credit Repair Cloud to Intercom. With this automation, whenever you add a new client in Credit Repair Cloud, a note will be added to the corresponding user in Intercom. This streamlines communication and ensures you always have the latest information on your clients at your fingertips.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Note
Add a note to a user.
- 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