Start new Meetime prospections for every new Credit Repair Cloud client
Easily streamline your prospecting process with this Credit Repair Cloud and Meetime automation. Whenever a new client is added in Credit Repair Cloud, the workflow automatically initiates a new prospection action in Meetime, allowing your team to efficiently reach out and nurture leads. Save time and resources by implementing this seamless integration between your credit repair and prospecting tools.
Easily streamline your prospecting process with this Credit Repair Cloud and Meetime automation. Whenever a new client is added in Credit Repair Cloud, the workflow automatically initiates a new prospection action in Meetime, allowing your team to efficiently reach out and nurture leads. Save time and resources by implementing this seamless integration between your credit repair and prospecting tools.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Start a New Prospection
Starts a new prospection with an existing/new lead
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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