Credit Repair Cloud + Microsoft Exchange
Create contacts in Microsoft Exchange for new clients in Credit Repair Cloud
Easily manage your client database by connecting Credit Repair Cloud and Microsoft Exchange with this automation. Whenever you add a new client in Credit Repair Cloud, it will create a contact in your Microsoft Exchange app, ensuring your contact list stays up-to-date and organized. Stay on top of your growing clientele and simplify communication by streamlining your contact management process.
Easily manage your client database by connecting Credit Repair Cloud and Microsoft Exchange with this automation. Whenever you add a new client in Credit Repair Cloud, it will create a contact in your Microsoft Exchange app, ensuring your contact list stays up-to-date and organized. Stay on top of your growing clientele and simplify communication by streamlining your contact management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Contact
Creates a new contact.
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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
